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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $209,000 | -0.9% | 1,853 | -55.8% | 0.05% | -56.6% |
| Q2 2015 | $211,000 | -6.2% | 4,196 | -5.9% | 0.11% | -7.0% |
| Q1 2015 | $225,000 | -24.0% | 4,461 | -24.8% | 0.11% | -25.0% |
| Q4 2014 | $296,000 | -14.2% | 5,936 | -18.0% | 0.15% | -10.6% |
| Q2 2014 | $345,000 | -39.8% | 7,238 | -42.3% | 0.17% | -43.9% |
| Q1 2014 | $573,000 | -21.6% | 12,538 | -22.8% | 0.30% | -26.1% |
| Q4 2013 | $731,000 | – | 16,250 | – | 0.41% | – |
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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% |