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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434 | -48.5% | 8,700 | -46.6% | 0.00% | 0.0% |
| Q2 2023 | $843 | +117.3% | 16,300 | +101.2% | 0.00% | 0.0% |
| Q1 2023 | $388 | -100.0% | 8,100 | -26.4% | 0.00% | -50.0% |
| Q4 2021 | $1,243,000 | -48.8% | 11,000 | -53.0% | 0.00% | -33.3% |
| Q3 2021 | $2,430,000 | +174.3% | 23,400 | +175.3% | 0.00% | +200.0% |
| Q2 2021 | $886,000 | +18.9% | 8,500 | +10.4% | 0.00% | 0.0% |
| Q1 2021 | $745,000 | -20.1% | 7,700 | -34.2% | 0.00% | 0.0% |
| Q3 2020 | $932,000 | +11.8% | 11,700 | -15.2% | 0.00% | 0.0% |
| Q1 2020 | $834,000 | -38.3% | 13,800 | -21.5% | 0.00% | 0.0% |
| Q4 2019 | $1,352,000 | +242.3% | 17,580 | +213.9% | 0.00% | – |
| Q2 2019 | $395,000 | +2.6% | 5,600 | +2.4% | 0.00% | – |
| Q3 2018 | $385,000 | – | 5,467 | – | 0.00% | – |
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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% |