Evergreen Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
Evergreen Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$1,547,000
+6.4%
25,725
+0.0%
0.88%
-1.2%
Q3 2019$1,454,000
-1.0%
25,714
+0.0%
0.89%
-3.6%
Q2 2019$1,468,000
+49.6%
25,710
+45.1%
0.92%
+11.5%
Q1 2019$981,000
+15.5%
17,715
+0.0%
0.83%
-1.9%
Q4 2018$849,00017,7110.84%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
NameSharesValueWeighting ↓
Sharkey, Howes & Javer 947,193$44,831,00023.72%
MONEYWISE, INC. 304,124$14,394,00013.04%
CWH Capital Management, Inc. 497,542$23,549,00012.26%
Legacy Wealth Management, Inc 961,304$45,498,00011.42%
SVA Wealth Management, LLC 1,413,058$66,880,0009.07%
OLD DOMINION CAPITAL MANAGEMENT INC 158,726$7,513,0008.28%
WealthTrust-Arizona, LLC 291,015$13,774,0007.41%
Brouwer & Janachowski, LLC 693,758$32,836,0007.16%
Moisand Fitzgerald Tamayo, LLC 211,010$9,987,0007.04%
Summit Asset Management, LLC 240,483$11,382,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders