SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $399,000 | +16.7% | 5,432 | -4.0% | 0.02% | -3.8% |
| Q1 2020 | $342,000 | -12.8% | 5,656 | +10.9% | 0.03% | +13.0% |
| Q4 2019 | $392,000 | -5.1% | 5,100 | -12.2% | 0.02% | -11.5% |
| Q3 2019 | $413,000 | +57.0% | 5,811 | +56.0% | 0.03% | +44.4% |
| Q2 2019 | $263,000 | +6.9% | 3,724 | +2.9% | 0.02% | +20.0% |
| Q1 2019 | $246,000 | +19.4% | 3,618 | +5.0% | 0.02% | 0.0% |
| Q4 2018 | $206,000 | -70.3% | 3,445 | -65.0% | 0.02% | -69.4% |
| Q3 2018 | $694,000 | -35.4% | 9,854 | -39.5% | 0.05% | -40.2% |
| Q2 2018 | $1,074,000 | -99.6% | 16,276 | +249.1% | 0.08% | +228.0% |
| Q1 2018 | $297,363,000 | +136305.0% | 4,662 | +30.2% | 0.02% | +38.9% |
| Q3 2017 | $218,000 | -44.1% | 3,581 | -46.4% | 0.02% | -51.4% |
| Q2 2017 | $390,000 | +4.6% | 6,679 | +2.2% | 0.04% | +2.8% |
| Q1 2017 | $373,000 | +3.9% | 6,536 | -1.4% | 0.04% | +5.9% |
| Q4 2016 | $359,000 | -89.5% | 6,631 | +1.1% | 0.03% | +13.3% |
| Q3 2016 | $3,432,000 | +894.8% | 6,559 | -36.8% | 0.03% | -30.2% |
| Q2 2016 | $345,000 | -3.6% | 10,378 | +42.9% | 0.04% | -10.4% |
| Q1 2016 | $358,000 | -88.4% | 7,260 | -88.5% | 0.05% | -90.0% |
| Q4 2015 | $3,088,000 | +46.4% | 62,976 | +37.4% | 0.48% | +36.4% |
| Q3 2015 | $2,109,000 | +14.9% | 45,848 | +25.4% | 0.35% | +65.3% |
| Q2 2015 | $1,836,000 | -55.7% | 36,552 | -55.2% | 0.21% | -63.5% |
| Q1 2015 | $4,142,000 | – | 81,623 | – | 0.58% | – |
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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% |