SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 272 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.18 and the average weighting 1.3%.
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 | 1,129,226 | $80,198,000 | 49.00% |
HT Partners LLC | 1,337,280 | $94,974,000 | 39.98% |
AGILIS PARTNERS LLC | 715,045 | $50,782,000 | 34.67% |
Strid Group, LLC | 1,118,778 | $79,456,000 | 27.38% |
Evensky & Katz LLC | 2,798,721 | $198,765,000 | 27.14% |
Gainplan LLC | 618,682 | $43,939,000 | 26.36% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 451,677 | $32,078,000 | 19.18% |
SYM FINANCIAL Corp | 400,827 | $28,467,000 | 19.04% |
Retirement Planning Group, LLC | 1,238,304 | $87,944,000 | 18.62% |
Legacy Financial Strategies, LLC | 285,067 | $20,693,000 | 18.42% |