EVOKE WEALTH, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10,412,329
+3303.2%
208,872
+3429.4%
0.37%
+3227.3%
Q2 2023$305,961
+8.0%
5,9180.0%0.01%
+10.0%
Q1 2023$283,176
+6.8%
5,9180.0%0.01%0.0%
Q4 2022$265,186
+6.9%
5,9180.0%0.01%0.0%
Q3 2022$248,000
+320.3%
5,918
+341.6%
0.01%
+400.0%
Q2 2022$59,000
-81.9%
1,340
-78.1%
0.00%
-81.8%
Q1 2022$326,0006,1090.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 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