SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.78 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $839,000 | -6.4% | 17,650 | -6.0% | 0.00% | 0.0% |
| Q2 2014 | $896,000 | +46.9% | 18,781 | +40.8% | 0.00% | 0.0% |
| Q1 2014 | $610,000 | +0.5% | 13,338 | -1.1% | 0.00% | 0.0% |
| Q4 2013 | $607,000 | +24.6% | 13,484 | +13.8% | 0.00% | – |
| Q3 2013 | $487,000 | +5.6% | 11,852 | 0.0% | 0.00% | -100.0% |
| Q2 2013 | $461,000 | – | 11,852 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |