AllSquare Wealth Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 203 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,097
+2.0%
220.0%0.00%0.0%
Q2 2023$1,075
-92.0%
22
-92.2%
0.00%
-88.9%
Q1 2023$13,494
+6.8%
2820.0%0.01%0.0%
Q4 2022$12,636
-21.0%
282
-26.2%
0.01%
-25.0%
Q3 2022$16,000
-5.9%
3820.0%0.01%0.0%
Q2 2022$17,000
-73.4%
382
-68.4%
0.01%
-68.4%
Q1 2022$64,000
+36.2%
1,208
+192.5%
0.04%
+40.7%
Q4 2021$47,000
+9.3%
4130.0%0.03%
+3.8%
Q3 2021$43,0000.0%4130.0%0.03%
+4.0%
Q2 2021$43,000
+7.5%
4130.0%0.02%0.0%
Q1 2021$40,000
+5.3%
4130.0%0.02%0.0%
Q4 2020$38,000
+15.2%
4130.0%0.02%
+4.2%
Q3 2020$33,000
+10.0%
4130.0%0.02%
+4.3%
Q2 2020$30,000
+20.0%
4130.0%0.02%
+4.5%
Q1 2020$25,000
-21.9%
4130.0%0.02%0.0%
Q4 2019$32,000
-5.9%
413
-14.3%
0.02%
-12.0%
Q3 2019$34,000
-68.2%
482
-68.1%
0.02%
-68.8%
Q2 2019$107,000
+3.9%
1,5100.0%0.08%
+3.9%
Q1 2019$103,000
+2.0%
1,510
-10.0%
0.08%
-7.2%
Q4 2018$101,000
-14.4%
1,6780.0%0.08%
-5.7%
Q3 2018$118,000
+6.3%
1,6780.0%0.09%
+4.8%
Q2 2018$111,000
+3.7%
1,6780.0%0.08%
-1.2%
Q1 2018$107,000
+30.5%
1,678
+32.6%
0.08%
+30.8%
Q4 2017$82,000
+6.5%
1,2650.0%0.06%
+3.2%
Q3 2017$77,000
+4.1%
1,2650.0%0.06%
-16.0%
Q2 2017$74,000
+2.8%
1,2650.0%0.08%
+19.0%
Q1 2017$72,000
+4.3%
1,2650.0%0.06%0.0%
Q4 2016$69,000
+4.5%
1,2650.0%0.06%
-1.6%
Q3 2016$66,000
+3.1%
1,2650.0%0.06%0.0%
Q2 2016$64,000
+3.2%
1,2650.0%0.06%
+4.9%
Q1 2016$62,000
+6.9%
1,265
+6.7%
0.06%
+5.2%
Q4 2015$58,000
+5.5%
1,1860.0%0.06%
+3.6%
Q3 2015$55,000
-8.3%
1,1860.0%0.06%0.0%
Q2 2015$60,000
-10.4%
1,186
-11.2%
0.06%
-12.5%
Q1 2015$67,0000.0%1,3350.0%0.06%
-1.5%
Q4 2014$67,0001,3350.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2015
NameSharesValueWeighting ↓
HT Partners LLC 1,372,248$109,286,00041.49%
Evergreen Advisors, LLC 978,722$77,945,00035.63%
Strid Group, LLC 1,087,067$86,574,00026.48%
Evensky & Katz LLC 2,417,877$192,560,00026.10%
SYM FINANCIAL Corp 388,518$30,942,00023.17%
AGILIS PARTNERS LLC 655,927$52,238,00019.58%
Madden Advisory Services, Inc. 250,656$19,962,00019.02%
JBJ Investment Partners, LLC 867,252$69,068,00018.06%
Hanson & Doremus Investment Management 758,369$60,397,00018.03%
Callan Capital, LLC 934,805$74,448,00016.71%
View complete list of SCHWAB STRATEGIC TR shareholders