SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 0.63 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,985 | -86.2% | 100 | -85.7% | 0.00% | – |
| Q2 2023 | $36,190 | -56.9% | 700 | -65.0% | 0.00% | – |
| Q3 2022 | $84,000 | +1100.0% | 2,002 | +1217.1% | 0.00% | – |
| Q1 2016 | $7,000 | -93.4% | 152 | -92.9% | 0.00% | -100.0% |
| Q4 2015 | $106,000 | +6.0% | 2,152 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $100,000 | +203.0% | 2,152 | +214.2% | 0.00% | 0.0% |
| Q3 2014 | $33,000 | 0.0% | 685 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $33,000 | -47.6% | 685 | -51.1% | 0.00% | 0.0% |
| Q4 2013 | $63,000 | +425.0% | 1,400 | +366.7% | 0.00% | – |
| Q3 2013 | $12,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 1,099,060 | $77,517,000 | 48.65% |
| HT Partners LLC | 1,366,175 | $96,356,000 | 40.58% |
| AGILIS PARTNERS LLC | 552,948 | $38,999,000 | 29.11% |
| Evensky & Katz LLC | 2,808,396 | $198,076,000 | 27.42% |
| Strid Group, LLC | 1,124,625 | $79,663,000 | 27.26% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 445,495 | $31,420,000 | 21.17% |
| Retirement Planning Group, LLC | 1,301,811 | $91,817,000 | 20.82% |
| Ackerman Capital Advisors, LLC | 56,000 | $3,949,680,000 | 19.30% |
| Legacy Financial Strategies, LLC | 278,823 | $20,031,000 | 18.70% |
| MANCHESTER FINANCIAL INC | 579,465 | $40,870,000 | 18.38% |