Institute for Wealth Management, LLC. - SCHWAB STRATEGIC TR ownership

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
Institute for Wealth Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$61,000
-97.4%
796
-97.8%
0.01%
-97.4%
Q4 2017$2,355,00036,484
+3648300.0%
0.54%
Q4 2013$0
-100.0%
1
-95.2%
0.00%
-100.0%
Q2 2013$1,000210.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
HT Partners LLC 1,241,990$140,357,00041.02%
Evergreen Advisors, LLC 988,458$111,706,00038.11%
Socha Financial Group, LLC 437,907$49,487,82337.57%
Strid Group, LLC 1,183,312$133,748,00027.41%
Morton Brown Family Wealth, LLC 312,427$35,314,00027.06%
AGILIS PARTNERS LLC 472,544$53,402,00026.72%
Members Advisory Group LLC 357,871$40,442,00026.70%
Evensky & Katz LLC 2,001,636$226,205,00021.79%
JBJ Investment Partners, LLC 802,463$90,686,00018.71%
Hanson & Doremus Investment Management 773,553$87,419,00018.70%
View complete list of SCHWAB STRATEGIC TR shareholders