True Link Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$39,000
+11.4%
3410.0%0.01%0.0%
Q3 2021$35,000
-49.3%
341
-48.4%
0.01%
-50.0%
Q2 2021$69,000
+4.5%
661
-2.9%
0.01%0.0%
Q1 2021$66,000
+6.5%
6810.0%0.01%0.0%
Q4 2020$62,0006810.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
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