Evergreen Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 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 Q1 2019
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders