SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.08 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $141,000 | -0.7% | 1,359 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $142,000 | +8.4% | 1,359 | +0.5% | 0.02% | +90.0% |
| Q1 2021 | $131,000 | -10.9% | 1,352 | -16.1% | 0.01% | -16.7% |
| Q4 2020 | $147,000 | +14.8% | 1,612 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $128,000 | +8.5% | 1,612 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $118,000 | +21.6% | 1,612 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $97,000 | -21.8% | 1,612 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $124,000 | +3.3% | 1,612 | -4.7% | 0.01% | -7.7% |
| Q3 2019 | $120,000 | +0.8% | 1,692 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $119,000 | -37.7% | 1,692 | -39.8% | 0.01% | -43.5% |
| Q1 2019 | $191,000 | -18.7% | 2,809 | -28.4% | 0.02% | -32.4% |
| Q4 2018 | $235,000 | -14.9% | 3,925 | 0.0% | 0.03% | -10.5% |
| Q3 2018 | $276,000 | -97.3% | 3,925 | +1824.0% | 0.04% | +1800.0% |
| Q1 2016 | $10,208,000 | – | 204 | – | 0.00% | – |
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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% |