SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $173,000 | +5.5% | 2,458 | -1.2% | 0.04% | -10.0% |
| Q2 2018 | $164,000 | +84.3% | 2,488 | +78.6% | 0.04% | +73.9% |
| Q1 2018 | $89,000 | +11.2% | 1,393 | +12.2% | 0.02% | +27.8% |
| Q4 2017 | $80,000 | +21.2% | 1,242 | +15.4% | 0.02% | +5.9% |
| Q3 2017 | $66,000 | +34.7% | 1,076 | +28.2% | 0.02% | +21.4% |
| Q2 2017 | $49,000 | +2.1% | 839 | +0.7% | 0.01% | -12.5% |
| Q1 2017 | $48,000 | +108.7% | 833 | +93.7% | 0.02% | +77.8% |
| Q4 2016 | $23,000 | +4.5% | 430 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $22,000 | +4.8% | 430 | +2.4% | 0.01% | +11.1% |
| Q2 2016 | $21,000 | 0.0% | 420 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $21,000 | 0.0% | 420 | 0.0% | 0.01% | -18.2% |
| Q4 2015 | $21,000 | +10.5% | 420 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $19,000 | -9.5% | 420 | 0.0% | 0.01% | -8.3% |
| Q2 2015 | $21,000 | -47.5% | 420 | -47.5% | 0.01% | +9.1% |
| Q1 2015 | $40,000 | +100.0% | 800 | +100.0% | 0.01% | 0.0% |
| Q4 2014 | $20,000 | – | 400 | – | 0.01% | – |
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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% |