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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $398,000 | -10.2% | 5,603 | -10.8% | 0.02% | -10.5% |
| Q2 2019 | $443,000 | +45.2% | 6,279 | +40.3% | 0.02% | +46.2% |
| Q1 2019 | $305,000 | +9.3% | 4,476 | -3.7% | 0.01% | 0.0% |
| Q4 2018 | $279,000 | -68.3% | 4,647 | -62.8% | 0.01% | -64.9% |
| Q3 2018 | $880,000 | -82.8% | 12,506 | -83.8% | 0.04% | -83.4% |
| Q2 2018 | $5,107,000 | -9.9% | 77,386 | -12.9% | 0.22% | -14.2% |
| Q1 2018 | $5,667,000 | -19.8% | 88,840 | -18.9% | 0.26% | -21.0% |
| Q4 2017 | $7,067,000 | +32.7% | 109,525 | +25.3% | 0.33% | +30.0% |
| Q3 2017 | $5,326,000 | +34.1% | 87,443 | +28.7% | 0.25% | +29.7% |
| Q2 2017 | $3,973,000 | +17.4% | 67,954 | +14.6% | 0.20% | +14.7% |
| Q1 2017 | $3,384,000 | +40.1% | 59,311 | +33.0% | 0.17% | +33.9% |
| Q4 2016 | $2,416,000 | +80.0% | 44,588 | +73.8% | 0.13% | +71.6% |
| Q3 2016 | $1,342,000 | – | 25,650 | – | 0.07% | – |
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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% |