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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $11,458,000 | -16.0% | 191,181 | -1.3% | 5.31% | -5.8% |
| Q3 2018 | $13,641,000 | +6.9% | 193,785 | +0.3% | 5.64% | +4.2% |
| Q2 2018 | $12,755,000 | +4.6% | 193,293 | +1.1% | 5.41% | +7.0% |
| Q1 2018 | $12,192,000 | +1.1% | 191,128 | +2.2% | 5.06% | +0.7% |
| Q4 2017 | $12,064,000 | +16.9% | 186,980 | +10.3% | 5.03% | +12.2% |
| Q3 2017 | $10,323,000 | +19.0% | 169,473 | +14.2% | 4.48% | +14.8% |
| Q2 2017 | $8,674,000 | +7.3% | 148,381 | +4.7% | 3.90% | +2.4% |
| Q1 2017 | $8,087,000 | – | 141,730 | – | 3.81% | – |
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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% |