SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,427,000 | +3.5% | 21,631 | 0.0% | 0.13% | -1.5% |
| Q1 2018 | $1,379,000 | -0.4% | 21,631 | +0.7% | 0.13% | -4.4% |
| Q4 2017 | $1,385,000 | +8.6% | 21,475 | +2.5% | 0.14% | -2.2% |
| Q3 2017 | $1,275,000 | +4.6% | 20,946 | +0.4% | 0.14% | 0.0% |
| Q2 2017 | $1,219,000 | -0.6% | 20,860 | -3.0% | 0.14% | -7.3% |
| Q1 2017 | $1,226,000 | +5.7% | 21,503 | +0.4% | 0.15% | +0.7% |
| Q4 2016 | $1,160,000 | – | 21,416 | – | 0.15% | – |
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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% |