SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 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 | 1,129,226 | $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% |