SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 0.02 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $34,451,000 | +26.4% | 468,912 | +4.0% | 0.12% | +1.8% |
Q1 2020 | $27,246,000 | -13.7% | 450,869 | +9.8% | 0.11% | +8.6% |
Q4 2019 | $31,581,000 | +1.7% | 410,789 | -6.1% | 0.10% | -9.5% |
Q3 2019 | $31,056,000 | +0.5% | 437,276 | -0.1% | 0.12% | -0.9% |
Q2 2019 | $30,887,000 | +5.8% | 437,926 | +2.1% | 0.12% | +2.6% |
Q1 2019 | $29,195,000 | +5.4% | 429,033 | -7.1% | 0.11% | -8.8% |
Q4 2018 | $27,691,000 | -17.8% | 462,062 | -3.5% | 0.12% | -6.7% |
Q3 2018 | $33,695,000 | +15.4% | 478,692 | +8.2% | 0.13% | +6.3% |
Q2 2018 | $29,187,000 | +49.0% | 442,301 | +44.1% | 0.13% | +35.5% |
Q1 2018 | $19,583,000 | -5.6% | 306,986 | -4.5% | 0.09% | -6.1% |
Q4 2017 | $20,740,000 | +21.3% | 321,452 | +14.5% | 0.10% | +20.7% |
Q3 2017 | $17,096,000 | -1.5% | 280,682 | -5.5% | 0.08% | -3.5% |
Q2 2017 | $17,355,000 | +22.0% | 296,863 | +19.1% | 0.08% | +13.3% |
Q1 2017 | $14,225,000 | +48.6% | 249,302 | +41.1% | 0.08% | +38.9% |
Q4 2016 | $9,572,000 | +209.9% | 176,675 | +199.3% | 0.05% | +217.6% |
Q3 2016 | $3,089,000 | – | 59,038 | – | 0.02% | – |
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% |