Sterling Investment Advisors, Ltd. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$133,000
-17.4%
3,0090.0%0.05%0.0%
Q1 2022$161,000
-5.3%
3,009
+100.1%
0.05%
-4.2%
Q4 2021$170,000
+9.0%
1,5040.0%0.05%
+4.3%
Q3 2021$156,000
-0.6%
1,5040.0%0.05%0.0%
Q2 2021$157,000
+8.3%
1,5040.0%0.05%
-2.1%
Q1 2021$145,000
+5.8%
1,504
+0.1%
0.05%0.0%
Q4 2020$137,000
+14.2%
1,5030.0%0.05%
+2.2%
Q3 2020$120,000
+9.1%
1,503
+0.1%
0.05%0.0%
Q2 2020$110,000
+22.2%
1,5020.0%0.05%
-4.2%
Q1 2020$90,000
-26.8%
1,502
-6.2%
0.05%
-15.8%
Q4 2019$123,000
+7.9%
1,6010.0%0.06%
-1.7%
Q3 2019$114,000
+0.9%
1,6010.0%0.06%0.0%
Q2 2019$113,000
+3.7%
1,6010.0%0.06%
+3.6%
Q1 2019$109,000
+23.9%
1,601
+8.9%
0.06%
+7.7%
Q4 2018$88,000
+7.3%
1,470
+25.6%
0.05%
+20.9%
Q3 2018$82,000
+6.5%
1,170
+0.1%
0.04%
-4.4%
Q2 2018$77,000
+2.7%
1,169
-0.1%
0.04%
-2.2%
Q1 2018$75,0000.0%1,170
+0.1%
0.05%
-2.1%
Q4 2017$75,000
+5.6%
1,1690.0%0.05%0.0%
Q3 2017$71,000
+4.4%
1,1690.0%0.05%
+4.4%
Q2 2017$68,000
+1.5%
1,169
+0.1%
0.04%
-6.2%
Q1 2017$67,000
+123.3%
1,168
+112.4%
0.05%
+100.0%
Q4 2016$30,0005500.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
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