SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,154,000 | +244.5% | 19,244 | +304.5% | 0.03% | +190.9% |
| Q3 2018 | $335,000 | -85.9% | 4,757 | -86.8% | 0.01% | -84.9% |
| Q2 2018 | $2,381,000 | -51.4% | 36,073 | -53.0% | 0.07% | -53.5% |
| Q1 2018 | $4,899,000 | -2.6% | 76,792 | -1.5% | 0.16% | -15.1% |
| Q4 2017 | $5,030,000 | +1.4% | 77,947 | -4.3% | 0.18% | -13.1% |
| Q3 2017 | $4,961,000 | -0.5% | 81,451 | -4.5% | 0.21% | -11.2% |
| Q2 2017 | $4,988,000 | +2471.1% | 85,333 | +2406.1% | 0.24% | +2300.0% |
| Q1 2017 | $194,000 | – | 3,405 | – | 0.01% | – |
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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% |