WHITTIER TRUST CO - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.

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Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$69,626
-3.6%
1,3970.0%0.00%0.0%
Q2 2023$72,224
+8.1%
1,3970.0%0.00%0.0%
Q1 2023$66,832
+6.8%
1,3970.0%0.00%0.0%
Q4 2022$62,599
+6.1%
1,3970.0%0.00%0.0%
Q3 2022$59,000
+34.1%
1,397
+39.7%
0.00%0.0%
Q2 2022$44,000
-17.0%
1,0000.0%0.00%0.0%
Q1 2022$53,000
-7.0%
1,000
+100.0%
0.00%0.0%
Q4 2021$57,000
+9.6%
5000.0%0.00%0.0%
Q3 2021$52,0000.0%5000.0%0.00%0.0%
Q2 2021$52,000
+8.3%
5000.0%0.00%0.0%
Q1 2021$48,000
+6.7%
5000.0%0.00%0.0%
Q4 2020$45,000
+12.5%
5000.0%0.00%0.0%
Q3 2020$40,000
+8.1%
5000.0%0.00%0.0%
Q2 2020$37,000
+23.3%
5000.0%0.00%0.0%
Q1 2020$30,000
-21.1%
5000.0%0.00%0.0%
Q4 2019$38,000
+5.6%
5000.0%0.00%0.0%
Q3 2019$36,000
+300.0%
500
+145.1%
0.00%–
Q3 2015$9,000
-10.0%
204
+0.5%
0.00%–
Q2 2015$10,0000.0%203
+0.5%
0.00%–
Q1 2015$10,0000.0%202
+0.5%
0.00%–
Q4 2014$10,000–201–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
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