SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $468,000 | -12.4% | 7,815 | +3.0% | 0.36% | -0.8% |
| Q3 2018 | $534,000 | +4.7% | 7,585 | -1.9% | 0.36% | -1.4% |
| Q2 2018 | $510,000 | +5.2% | 7,730 | +1.6% | 0.37% | +1.4% |
| Q1 2018 | $485,000 | +5.9% | 7,610 | +7.2% | 0.36% | +4.0% |
| Q4 2017 | $458,000 | +8.3% | 7,098 | +2.2% | 0.35% | -3.6% |
| Q3 2017 | $423,000 | +9.0% | 6,948 | +4.6% | 0.36% | +9.0% |
| Q2 2017 | $388,000 | +6.3% | 6,640 | +3.9% | 0.33% | -0.3% |
| Q1 2017 | $365,000 | +17.0% | 6,390 | +10.9% | 0.33% | +9.2% |
| Q4 2016 | $312,000 | +5.8% | 5,760 | +2.3% | 0.31% | +5.9% |
| Q3 2016 | $295,000 | +4.6% | 5,630 | +0.4% | 0.29% | +0.7% |
| Q2 2016 | $282,000 | -1.4% | 5,605 | -3.4% | 0.29% | 0.0% |
| Q1 2016 | $286,000 | +17.2% | 5,800 | +16.6% | 0.29% | +12.5% |
| Q4 2015 | $244,000 | +15.6% | 4,975 | +9.2% | 0.26% | +16.4% |
| Q3 2015 | $211,000 | +163.8% | 4,555 | +185.2% | 0.22% | +265.0% |
| Q2 2015 | $80,000 | +9.6% | 1,597 | +10.4% | 0.06% | +15.4% |
| Q1 2015 | $73,000 | +23.7% | 1,447 | +21.6% | 0.05% | +30.0% |
| Q4 2014 | $59,000 | +20.4% | 1,190 | +16.7% | 0.04% | +21.2% |
| Q3 2014 | $49,000 | – | 1,020 | – | 0.03% | – |
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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% |