SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $529,000 | -6.0% | 5,470 | -11.6% | 0.02% | -11.5% |
| Q4 2020 | $563,000 | +14.4% | 6,188 | +0.1% | 0.03% | -3.7% |
| Q3 2020 | $492,000 | +7.4% | 6,180 | -0.9% | 0.03% | -3.6% |
| Q2 2020 | $458,000 | +21.8% | 6,233 | +0.0% | 0.03% | +7.7% |
| Q1 2020 | $376,000 | -24.2% | 6,230 | -3.4% | 0.03% | -7.1% |
| Q4 2019 | $496,000 | +10.5% | 6,450 | +1.9% | 0.03% | +3.7% |
| Q3 2019 | $449,000 | +0.7% | 6,329 | +0.1% | 0.03% | 0.0% |
| Q2 2019 | $446,000 | +0.5% | 6,320 | -3.2% | 0.03% | 0.0% |
| Q1 2019 | $444,000 | +15.9% | 6,527 | +2.1% | 0.03% | +3.8% |
| Q4 2018 | $383,000 | -20.4% | 6,395 | -6.4% | 0.03% | -40.9% |
| Q3 2018 | $481,000 | +7.1% | 6,833 | +0.3% | 0.04% | +2.3% |
| Q2 2018 | $449,000 | -6.5% | 6,811 | -9.4% | 0.04% | -8.5% |
| Q1 2018 | $480,000 | -0.4% | 7,520 | +0.8% | 0.05% | +2.2% |
| Q4 2017 | $482,000 | +12.6% | 7,463 | +6.1% | 0.05% | +9.5% |
| Q3 2017 | $428,000 | +4.1% | 7,035 | +0.1% | 0.04% | +2.4% |
| Q2 2017 | $411,000 | +3.5% | 7,030 | +0.9% | 0.04% | +5.1% |
| Q1 2017 | $397,000 | 0.0% | 6,965 | -5.0% | 0.04% | -4.9% |
| Q4 2016 | $397,000 | +32.8% | 7,334 | +28.5% | 0.04% | +36.7% |
| Q3 2016 | $299,000 | +5.7% | 5,708 | +1.4% | 0.03% | 0.0% |
| Q2 2016 | $283,000 | – | 5,631 | – | 0.03% | – |
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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% |