SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $158,432 | +227.7% | 2,520 | +218.2% | 0.01% | +250.0% |
| Q1 2024 | $48,352 | +9.7% | 792 | 0.0% | 0.00% | -50.0% |
| Q4 2023 | $44,091 | +11.7% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $39,481 | -3.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,946 | +8.0% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $37,897 | +6.8% | 792 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,490 | -89.9% | 792 | -82.7% | 0.00% | -90.0% |
| Q4 2019 | $353,000 | +8.3% | 4,580 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $326,000 | -16.0% | 4,580 | -16.9% | 0.04% | -16.7% |
| Q2 2019 | $388,000 | +0.5% | 5,510 | -2.7% | 0.05% | -7.7% |
| Q1 2019 | $386,000 | 0.0% | 5,665 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $386,000 | 0.0% | 5,665 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $386,000 | -60.9% | 5,665 | -62.2% | 0.05% | -60.3% |
| Q2 2018 | $987,000 | -18.1% | 14,968 | -20.8% | 0.13% | -17.1% |
| Q1 2018 | $1,205,000 | -2.0% | 18,892 | -1.0% | 0.16% | -1.9% |
| Q4 2017 | $1,230,000 | +184.1% | 19,075 | +168.2% | 0.16% | +168.3% |
| Q3 2017 | $433,000 | +68.5% | 7,112 | +62.3% | 0.06% | +53.8% |
| Q2 2017 | $257,000 | – | 4,383 | – | 0.04% | – |
Download | ||||||
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% |