SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.08 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,415,000 | +5.5% | 39,653 | +1.3% | 0.01% | -6.7% |
| Q2 2017 | $2,289,000 | +8.0% | 39,155 | +5.4% | 0.02% | +7.1% |
| Q1 2017 | $2,120,000 | +55.5% | 37,161 | +47.8% | 0.01% | +40.0% |
| Q4 2016 | $1,363,000 | +74.5% | 25,149 | +68.5% | 0.01% | +66.7% |
| Q3 2016 | $781,000 | +10.3% | 14,929 | +6.1% | 0.01% | 0.0% |
| Q2 2016 | $708,000 | -16.8% | 14,074 | -18.5% | 0.01% | -25.0% |
| Q1 2016 | $851,000 | +5.7% | 17,259 | +5.2% | 0.01% | 0.0% |
| Q4 2015 | $805,000 | +2.9% | 16,409 | -2.7% | 0.01% | 0.0% |
| Q3 2015 | $782,000 | -11.2% | 16,860 | -3.8% | 0.01% | -11.1% |
| Q2 2015 | $881,000 | -5.3% | 17,534 | -4.9% | 0.01% | -10.0% |
| Q1 2015 | $930,000 | +69.4% | 18,432 | +67.2% | 0.01% | +66.7% |
| Q4 2014 | $549,000 | +40.4% | 11,023 | +34.0% | 0.01% | +20.0% |
| Q3 2014 | $391,000 | -6.0% | 8,224 | -5.7% | 0.01% | 0.0% |
| Q2 2014 | $416,000 | -36.9% | 8,725 | -39.5% | 0.01% | -44.4% |
| Q1 2014 | $659,000 | +7.9% | 14,424 | +6.3% | 0.01% | 0.0% |
| Q4 2013 | $611,000 | +30.6% | 13,569 | +19.2% | 0.01% | +12.5% |
| Q3 2013 | $468,000 | – | 11,388 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
| HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
| Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
| AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
| Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
| SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
| WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
| Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
| Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
| Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |