WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$25,303,331
+195.1%
507,589
+206.1%
0.08%
-9.8%
Q2 2023$8,573,866
-16.1%
165,839
-22.3%
0.09%
-22.7%
Q1 2023$10,216,200
+25.8%
213,505
+24.0%
0.12%
+13.3%
Q4 2022$8,123,291
+9.6%
172,250
-0.8%
0.10%
-0.9%
Q3 2022$7,413,000
-8.3%
173,699
-2.1%
0.11%
-6.2%
Q2 2022$8,087,000
-14.0%
177,449
+1.8%
0.11%
-11.0%
Q1 2022$9,399,000
-10.5%
174,320
+75.4%
0.13%
-15.9%
Q4 2021$10,497,000
-14.4%
99,403
-10.6%
0.15%
-16.6%
Q3 2021$12,266,000
+7.2%
111,222
+2.0%
0.18%
-1.6%
Q2 2021$11,443,000
-12.3%
109,015
-17.3%
0.18%
-22.4%
Q1 2021$13,055,000
+6.9%
131,778
-0.5%
0.24%
-14.1%
Q4 2020$12,211,000
+6.6%
132,500
-2.6%
0.28%
-8.0%
Q3 2020$11,451,000
+6.2%
135,969
-1.9%
0.30%
-3.2%
Q2 2020$10,784,000
-21.0%
138,644
-31.6%
0.31%
-36.3%
Q1 2020$13,649,000
-45.5%
202,658
-37.8%
0.49%
-44.9%
Q4 2019$25,050,000
+15.4%
325,817
+6.3%
0.88%
+1.0%
Q3 2019$21,715,000
+13.7%
306,484
+16.2%
0.88%
+3.9%
Q2 2019$19,094,000
+91.2%
263,651
+86.0%
0.84%
+49.0%
Q1 2019$9,987,000
-2.9%
141,758
-11.6%
0.56%
-13.1%
Q4 2018$10,288,000
+1361.4%
160,343
+1351.9%
0.65%
+1447.6%
Q3 2018$704,000
+211.5%
11,044
+231.8%
0.04%
+200.0%
Q2 2018$226,000
+5.6%
3,329
+0.0%
0.01%0.0%
Q1 2018$214,000
-0.9%
3,328
+3.2%
0.01%
-6.7%
Q4 2017$216,000
-85.0%
3,224
-89.1%
0.02%
-96.6%
Q3 2015$1,439,00029,5630.44%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 1,129,226$80,198,00049.00%
HT Partners LLC 1,337,280$94,974,00039.98%
AGILIS PARTNERS LLC 715,045$50,782,00034.67%
Strid Group, LLC 1,118,778$79,456,00027.38%
Evensky & Katz LLC 2,798,721$198,765,00027.14%
Gainplan LLC 618,682$43,939,00026.36%
OGOREK ANTHONY JOSEPH /NY/ /ADV 451,677$32,078,00019.18%
SYM FINANCIAL Corp 400,827$28,467,00019.04%
Retirement Planning Group, LLC 1,238,304$87,944,00018.62%
Legacy Financial Strategies, LLC 285,067$20,693,00018.42%
View complete list of SCHWAB STRATEGIC TR shareholders