SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,000 | +400.0% | 54 | +157.1% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -80.0% | 21 | -67.7% | 0.00% | – |
| Q3 2018 | $5,000 | +66.7% | 65 | +22.6% | 0.00% | – |
| Q2 2018 | $3,000 | -97.6% | 53 | -98.0% | 0.00% | -100.0% |
| Q3 2015 | $125,000 | -6.7% | 2,685 | +0.8% | 0.02% | 0.0% |
| Q2 2015 | $134,000 | -0.7% | 2,665 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $135,000 | +1.5% | 2,665 | 0.0% | 0.02% | -5.6% |
| Q4 2014 | $133,000 | – | 2,665 | – | 0.02% | – |
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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% |