SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $720,000 | -66.4% | 13,768 | -67.7% | 0.55% | -71.7% |
| Q2 2015 | $2,142,000 | -51.2% | 42,645 | -50.9% | 1.96% | -44.9% |
| Q1 2015 | $4,386,000 | +132.6% | 86,885 | +129.5% | 3.54% | +144.5% |
| Q4 2014 | $1,886,000 | -8.6% | 37,859 | -16.1% | 1.45% | -13.0% |
| Q1 2014 | $2,063,000 | -9.4% | 45,130 | -10.8% | 1.67% | -13.2% |
| Q4 2013 | $2,278,000 | – | 50,603 | – | 1.92% | – |
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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% |