SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $342,000 | +6.2% | 4,822 | +5.6% | 0.29% | +6.6% |
| Q2 2019 | $322,000 | +8.4% | 4,565 | +4.5% | 0.27% | +9.6% |
| Q1 2019 | $297,000 | +36.2% | 4,370 | +20.1% | 0.25% | +12.7% |
| Q4 2018 | $218,000 | -23.8% | 3,639 | -10.5% | 0.22% | -3.9% |
| Q3 2018 | $286,000 | +7.9% | 4,068 | +1.1% | 0.23% | +0.9% |
| Q2 2018 | $265,000 | +21.6% | 4,022 | +17.9% | 0.23% | +16.3% |
| Q1 2018 | $218,000 | – | 3,412 | – | 0.20% | – |
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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% |