SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 652 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $61,000 | +8.9% | 789 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $56,000 | +14.3% | 789 | +14.3% | 0.02% | +5.6% |
| Q2 2019 | $49,000 | +4.3% | 690 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $47,000 | +571.4% | 690 | +470.2% | 0.02% | +500.0% |
| Q4 2018 | $7,000 | -22.2% | 121 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $9,000 | +12.5% | 121 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $8,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | +14.3% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | +16.7% | 121 | 0.0% | 0.00% | +50.0% |
| Q3 2016 | $6,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | – | 121 | – | 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% |