SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $24,000 | 0.0% | 346 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +26.3% | 346 | +7.5% | 0.01% | +10.0% |
| Q4 2018 | $19,000 | -17.4% | 322 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $23,000 | +9.5% | 322 | 0.0% | 0.01% | +22.2% |
| Q2 2018 | $21,000 | 0.0% | 322 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $21,000 | 0.0% | 322 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $21,000 | +16.7% | 322 | +7.7% | 0.01% | +11.1% |
| Q3 2017 | $18,000 | 0.0% | 299 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $18,000 | +5.9% | 299 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $17,000 | +54.5% | 299 | +49.5% | 0.01% | +50.0% |
| Q4 2016 | $11,000 | – | 200 | – | 0.01% | – |
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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% |