SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $9,000 | -18.2% | 150 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | -37.5% | 150 | -40.0% | 0.00% | – |
| Q1 2018 | $16,000 | +60.0% | 250 | +66.7% | 0.00% | – |
| Q4 2017 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | – |
| Q3 2017 | $9,000 | +50.0% | 150 | +50.0% | 0.00% | – |
| Q2 2017 | $6,000 | -64.7% | 100 | -65.5% | 0.00% | – |
| Q1 2017 | $17,000 | +466.7% | 290 | +367.7% | 0.00% | – |
| Q3 2016 | $3,000 | -87.5% | 62 | -87.1% | 0.00% | – |
| Q2 2016 | $24,000 | – | 482 | – | 0.00% | – |
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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% |