SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 463 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.60 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $54,000 | +3.8% | 820 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $52,000 | -1.9% | 820 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $53,000 | +6.0% | 820 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $50,000 | +4.2% | 820 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $48,000 | -56.4% | 820 | -57.3% | 0.01% | -58.8% |
| Q1 2017 | $110,000 | +5.8% | 1,920 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $104,000 | +100.0% | 1,920 | +94.9% | 0.02% | +88.9% |
| Q3 2016 | $52,000 | +4.0% | 985 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $50,000 | +2.0% | 985 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $49,000 | -49.5% | 985 | -50.4% | 0.01% | -50.0% |
| Q4 2015 | $97,000 | +148.7% | 1,985 | +137.7% | 0.02% | +150.0% |
| Q3 2015 | $39,000 | -7.1% | 835 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $42,000 | -57.1% | 835 | -56.8% | 0.01% | -57.9% |
| Q1 2015 | $98,000 | -45.3% | 1,935 | -46.0% | 0.02% | -48.6% |
| Q4 2014 | $179,000 | +145.2% | 3,585 | +133.6% | 0.04% | +146.7% |
| Q3 2014 | $73,000 | 0.0% | 1,535 | 0.0% | 0.02% | +7.1% |
| Q2 2014 | $73,000 | +4.3% | 1,535 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $70,000 | +1.4% | 1,535 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $69,000 | +81.6% | 1,535 | +64.2% | 0.01% | +55.6% |
| Q3 2013 | $38,000 | +5.6% | 935 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $36,000 | – | 935 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,185,199 | $108,932,164 | 39.30% |
| HT Partners LLC | 2,221,348 | $110,734,202 | 33.09% |
| Socha Financial Group, LLC | 995,743 | $49,637,787 | 26.40% |
| Morton Brown Family Wealth, LLC | 1,007,164 | $50,207,111 | 25.67% |
| Strid Group, LLC | 2,452,051 | $122,234,750 | 25.55% |
| Members Advisory Group LLC | 747,794 | $37,277,554 | 24.08% |
| MYECFO, LLC | 690,115 | $34,466,005 | 23.90% |
| FREEDOM WEALTH ALLIANCE, LLC | 270,045 | $13,461,742 | 22.15% |
| Hanson & Doremus Investment Management | 1,898,228 | $94,627 | 19.52% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,985,574 | $148,830,844 | 19.42% |