SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $465,000 | +13.4% | 8,572 | +9.3% | 0.02% | +7.1% |
Q3 2016 | $410,000 | -6.0% | 7,842 | -9.4% | 0.01% | -12.5% |
Q2 2016 | $436,000 | -1.6% | 8,659 | -3.7% | 0.02% | -15.8% |
Q1 2016 | $443,000 | -6.7% | 8,994 | -7.0% | 0.02% | -13.6% |
Q4 2015 | $475,000 | -12.0% | 9,676 | -16.8% | 0.02% | -47.6% |
Q3 2015 | $540,000 | -10.7% | 11,634 | -3.5% | 0.04% | -2.3% |
Q2 2015 | $605,000 | -1.6% | 12,050 | -1.1% | 0.04% | 0.0% |
Q1 2015 | $615,000 | -0.2% | 12,185 | -1.4% | 0.04% | -35.8% |
Q4 2014 | $616,000 | +1.3% | 12,358 | -3.3% | 0.07% | -8.2% |
Q3 2014 | $608,000 | -0.3% | 12,779 | +0.0% | 0.07% | -11.0% |
Q2 2014 | $610,000 | -48.2% | 12,778 | -50.4% | 0.08% | -3.5% |
Q1 2014 | $1,178,000 | +89.4% | 25,782 | +86.6% | 0.08% | -10.5% |
Q4 2013 | $622,000 | -17.0% | 13,820 | -24.2% | 0.10% | -27.5% |
Q3 2013 | $749,000 | +21.6% | 18,223 | +15.0% | 0.13% | +5.6% |
Q2 2013 | $616,000 | – | 15,843 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |