SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
Download |
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% |