PREMIER ASSET MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

Quarter-by-quarter ownership
PREMIER ASSET MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$308,000
-5.5%
5,770
+100.0%
0.10%
+68.4%
Q4 2021$326,000
+8.7%
2,8850.0%0.06%
+35.7%
Q3 2021$300,000
-0.3%
2,8850.0%0.04%
-4.5%
Q2 2021$301,000
+7.9%
2,8850.0%0.04%
-12.0%
Q1 2021$279,000
+6.1%
2,8850.0%0.05%
-7.4%
Q4 2020$263,000
+14.3%
2,8850.0%0.05%
-8.5%
Q3 2020$230,000
+8.5%
2,8850.0%0.06%
-16.9%
Q2 2020$212,000
-4.5%
2,8850.0%0.07%
-2.7%
Q4 2019$222,000
+8.3%
2,8850.0%0.07%
+49.0%
Q3 2019$205,000
+1.0%
2,8850.0%0.05%
+2.1%
Q2 2019$203,0000.0%2,8850.0%0.05%
+6.7%
Q3 2018$203,0002,8850.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders