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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $108,000 | +14.9% | 1,593 | +2.0% | 0.01% | 0.0% |
| Q4 2018 | $94,000 | -13.8% | 1,561 | +0.5% | 0.01% | -11.1% |
| Q3 2018 | $109,000 | +6.9% | 1,553 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $102,000 | -22.1% | 1,546 | -24.4% | 0.01% | -25.0% |
| Q1 2018 | $131,000 | +4.8% | 2,046 | +5.4% | 0.01% | 0.0% |
| Q4 2017 | $125,000 | +5.9% | 1,942 | +0.5% | 0.01% | -7.7% |
| Q3 2017 | $118,000 | +42.2% | 1,933 | +35.6% | 0.01% | +30.0% |
| Q2 2017 | $83,000 | +2.5% | 1,425 | +0.5% | 0.01% | -16.7% |
| Q1 2017 | $81,000 | +5.2% | 1,418 | +0.4% | 0.01% | 0.0% |
| Q4 2016 | $77,000 | +5.5% | 1,413 | +0.6% | 0.01% | +9.1% |
| Q3 2016 | $73,000 | +4.3% | 1,404 | +0.4% | 0.01% | -8.3% |
| Q2 2016 | $70,000 | +1.4% | 1,399 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $69,000 | +38.0% | 1,392 | +35.4% | 0.01% | +33.3% |
| Q4 2015 | $50,000 | – | 1,028 | – | 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% |