SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $222,000 | +3.7% | 3,357 | 0.0% | 0.06% | -3.4% |
| Q1 2018 | $214,000 | -31.0% | 3,357 | -36.8% | 0.06% | -45.8% |
| Q2 2017 | $310,000 | +2.3% | 5,310 | 0.0% | 0.11% | -3.6% |
| Q1 2017 | $303,000 | -38.4% | 5,310 | -41.6% | 0.11% | -43.1% |
| Q4 2016 | $492,000 | +60.8% | 9,090 | +55.5% | 0.20% | +54.8% |
| Q3 2016 | $306,000 | +0.3% | 5,846 | -3.5% | 0.13% | -7.4% |
| Q2 2016 | $305,000 | – | 6,056 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,139,628 | $87,615,000 | 49.66% |
| HT Partners LLC | 1,337,239 | $102,807,000 | 41.05% |
| Evensky & Katz LLC | 2,667,314 | $205,063,000 | 28.49% |
| AGILIS PARTNERS LLC | 689,512 | $53,010,000 | 28.27% |
| Strid Group, LLC | 1,110,065 | $85,342,000 | 27.11% |
| SYM FINANCIAL Corp | 400,827 | $30,816,000 | 20.36% |
| WT Wealth Management | 334,605 | $25,724,000 | 19.55% |
| Retirement Planning Group, LLC | 1,232,004 | $94,716,000 | 18.86% |
| Gainplan LLC | 456,631 | $35,106,000 | 18.48% |
| Summit Financial Strategies, Inc. | 481,314 | $37,003,000 | 18.10% |