EVERETT HARRIS & CO /CA/ - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$387,908
+39.6%
6,170
+35.6%
0.01%
+25.0%
Q1 2024$277,777
+31.3%
4,550
+19.7%
0.00%
+33.3%
Q4 2023$211,546
-2.1%
3,800
+2.7%
0.00%
-57.1%
Q2 2017$216,000
+2.4%
3,7000.0%0.01%0.0%
Q1 2017$211,0003,7000.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2017
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 2,185,199$108,932,16439.30%
HT Partners LLC 2,221,348$110,734,20233.09%
Socha Financial Group, LLC 995,743$49,637,78726.40%
Morton Brown Family Wealth, LLC 1,007,164$50,207,11125.67%
Strid Group, LLC 2,452,051$122,234,75025.55%
Members Advisory Group LLC 747,794$37,277,55424.08%
MYECFO, LLC 690,115$34,466,00523.90%
FREEDOM WEALTH ALLIANCE, LLC 270,045$13,461,74222.15%
Hanson & Doremus Investment Management 1,898,228$94,62719.52%
HENGEHOLD CAPITAL MANAGEMENT LLC 2,985,574$148,830,84419.42%
View complete list of SCHWAB STRATEGIC TR shareholders