SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,865 | -3.6% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $46,530 | +8.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $43,065 | +6.8% | 900 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $40,329 | +6.1% | 900 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $38,000 | -5.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $40,000 | -16.7% | 900 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $48,000 | -5.9% | 900 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 450 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $47,000 | 0.0% | 450 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 450 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $44,000 | +4.8% | 450 | -3.2% | 0.02% | -4.3% |
| Q4 2020 | $42,000 | +13.5% | 465 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $37,000 | +8.8% | 465 | 0.0% | 0.02% | +8.7% |
| Q2 2020 | $34,000 | +21.4% | 465 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 465 | -7.0% | 0.02% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $36,000 | – | 500 | – | 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% |