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 | ||||
---|---|---|---|---|---|---|
Q2 2016 | $1,345,000 | -48.5% | 26,732 | -49.6% | 0.22% | -19.3% |
Q1 2016 | $2,613,000 | +34.1% | 53,030 | +33.5% | 0.28% | +32.2% |
Q4 2015 | $1,949,000 | +14.7% | 39,736 | +8.5% | 0.21% | +8.3% |
Q3 2015 | $1,699,000 | -0.6% | 36,627 | +7.7% | 0.19% | +6.1% |
Q2 2015 | $1,709,000 | -19.2% | 34,024 | -18.8% | 0.18% | -20.3% |
Q1 2015 | $2,115,000 | +3.9% | 41,889 | +2.6% | 0.23% | -1.3% |
Q4 2014 | $2,035,000 | +11.6% | 40,838 | +6.5% | 0.23% | +5.0% |
Q3 2014 | $1,824,000 | +1.3% | 38,361 | +1.7% | 0.22% | -3.1% |
Q2 2014 | $1,801,000 | +17.9% | 37,733 | +13.0% | 0.23% | +4.6% |
Q1 2014 | $1,527,000 | +88.1% | 33,405 | +84.9% | 0.22% | +248.4% |
Q4 2013 | $812,000 | +146.8% | 18,062 | +125.3% | 0.06% | +8.8% |
Q3 2013 | $329,000 | +62.9% | 8,016 | +54.8% | 0.06% | +42.5% |
Q2 2013 | $202,000 | – | 5,179 | – | 0.04% | – |
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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% |