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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,415,000 | +5.5% | 39,653 | +1.3% | 0.01% | -6.7% |
| Q2 2017 | $2,289,000 | +8.0% | 39,155 | +5.4% | 0.02% | +7.1% |
| Q1 2017 | $2,120,000 | +55.5% | 37,161 | +47.8% | 0.01% | +40.0% |
| Q4 2016 | $1,363,000 | +74.5% | 25,149 | +68.5% | 0.01% | +66.7% |
| Q3 2016 | $781,000 | +10.3% | 14,929 | +6.1% | 0.01% | 0.0% |
| Q2 2016 | $708,000 | -16.8% | 14,074 | -18.5% | 0.01% | -25.0% |
| Q1 2016 | $851,000 | +5.7% | 17,259 | +5.2% | 0.01% | 0.0% |
| Q4 2015 | $805,000 | +2.9% | 16,409 | -2.7% | 0.01% | 0.0% |
| Q3 2015 | $782,000 | -11.2% | 16,860 | -3.8% | 0.01% | -11.1% |
| Q2 2015 | $881,000 | -5.3% | 17,534 | -4.9% | 0.01% | -10.0% |
| Q1 2015 | $930,000 | +69.4% | 18,432 | +67.2% | 0.01% | +66.7% |
| Q4 2014 | $549,000 | +40.4% | 11,023 | +34.0% | 0.01% | +20.0% |
| Q3 2014 | $391,000 | -6.0% | 8,224 | -5.7% | 0.01% | 0.0% |
| Q2 2014 | $416,000 | -36.9% | 8,725 | -39.5% | 0.01% | -44.4% |
| Q1 2014 | $659,000 | +7.9% | 14,424 | +6.3% | 0.01% | 0.0% |
| Q4 2013 | $611,000 | +30.6% | 13,569 | +19.2% | 0.01% | +12.5% |
| Q3 2013 | $468,000 | – | 11,388 | – | 0.01% | – |
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% |