SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $534,000 | -83.5% | 8,900 | -80.6% | 0.10% | -80.3% |
| Q3 2018 | $3,228,000 | +6.6% | 45,865 | 0.0% | 0.52% | -1.1% |
| Q2 2018 | $3,027,000 | -0.5% | 45,865 | -3.8% | 0.52% | -7.2% |
| Q1 2018 | $3,042,000 | -1.1% | 47,680 | 0.0% | 0.57% | -4.6% |
| Q4 2017 | $3,076,000 | +5.9% | 47,680 | 0.0% | 0.59% | -5.6% |
| Q3 2017 | $2,904,000 | +3.2% | 47,680 | -1.0% | 0.63% | -2.8% |
| Q2 2017 | $2,815,000 | +2.4% | 48,160 | 0.0% | 0.65% | -5.3% |
| Q1 2017 | $2,748,000 | +9.9% | 48,160 | +4.3% | 0.68% | 0.0% |
| Q4 2016 | $2,501,000 | +43.1% | 46,160 | +38.2% | 0.68% | +33.7% |
| Q3 2016 | $1,748,000 | +4.0% | 33,410 | 0.0% | 0.51% | -2.7% |
| Q2 2016 | $1,680,000 | +3.5% | 33,410 | +1.5% | 0.52% | -1.3% |
| Q1 2016 | $1,623,000 | +0.5% | 32,930 | 0.0% | 0.53% | -3.5% |
| Q4 2015 | $1,615,000 | +5.8% | 32,930 | 0.0% | 0.55% | -0.2% |
| Q3 2015 | $1,527,000 | -35.5% | 32,930 | -30.1% | 0.55% | -30.1% |
| Q2 2015 | $2,367,000 | -0.5% | 47,130 | 0.0% | 0.79% | -4.1% |
| Q1 2015 | $2,379,000 | +8.2% | 47,130 | +6.8% | 0.82% | +3.0% |
| Q4 2014 | $2,199,000 | +4.8% | 44,130 | 0.0% | 0.80% | +3.1% |
| Q3 2014 | $2,098,000 | +8.2% | 44,130 | +8.6% | 0.77% | +10.9% |
| Q2 2014 | $1,939,000 | +19.4% | 40,630 | +14.4% | 0.70% | +9.1% |
| Q1 2014 | $1,624,000 | +22.6% | 35,530 | +20.7% | 0.64% | +19.6% |
| Q4 2013 | $1,325,000 | +27.8% | 29,430 | +16.6% | 0.54% | +17.3% |
| Q3 2013 | $1,037,000 | +5.6% | 25,230 | 0.0% | 0.46% | -4.2% |
| Q2 2013 | $982,000 | – | 25,230 | – | 0.48% | – |
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% |