SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $1,154,000 | +244.5% | 19,244 | +304.5% | 0.03% | +190.9% |
Q3 2018 | $335,000 | -85.9% | 4,757 | -86.8% | 0.01% | -84.9% |
Q2 2018 | $2,381,000 | -51.4% | 36,073 | -53.0% | 0.07% | -53.5% |
Q1 2018 | $4,899,000 | -2.6% | 76,792 | -1.5% | 0.16% | -15.1% |
Q4 2017 | $5,030,000 | +1.4% | 77,947 | -4.3% | 0.18% | -13.1% |
Q3 2017 | $4,961,000 | -0.5% | 81,451 | -4.5% | 0.21% | -11.2% |
Q2 2017 | $4,988,000 | +2471.1% | 85,333 | +2406.1% | 0.24% | +2300.0% |
Q1 2017 | $194,000 | – | 3,405 | – | 0.01% | – |
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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% |