Waterloo Capital, L.P. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$764,135
-21.5%
15,329
-18.6%
0.22%
-22.0%
Q2 2023$973,081
-5.1%
18,822
-12.2%
0.29%
-9.5%
Q1 2023$1,025,469
+3.3%
21,431
+30.4%
0.32%
-55.0%
Q1 2020$993,00016,4320.70%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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