SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,890,000 | -21.5% | 31,268 | -0.2% | 0.47% | +12.4% |
Q4 2019 | $2,409,000 | +8.7% | 31,340 | +0.4% | 0.42% | -4.8% |
Q3 2019 | $2,216,000 | +0.8% | 31,207 | +0.6% | 0.44% | -6.2% |
Q2 2019 | $2,198,000 | +3.9% | 31,035 | -0.2% | 0.47% | -1.1% |
Q1 2019 | $2,116,000 | +13.5% | 31,090 | +0.1% | 0.47% | +20.0% |
Q4 2018 | $1,864,000 | -13.9% | 31,063 | +1.0% | 0.40% | -37.5% |
Q3 2018 | $2,165,000 | +5.8% | 30,755 | -0.8% | 0.63% | -2.6% |
Q2 2018 | $2,046,000 | -99.9% | 31,005 | +23.5% | 0.65% | -4.0% |
Q1 2018 | $1,601,508,000 | +75514.2% | 25,106 | -23.5% | 0.68% | +9.9% |
Q4 2017 | $2,118,000 | -20.9% | 32,831 | -25.3% | 0.62% | -9.6% |
Q3 2017 | $2,679,000 | -28.3% | 43,978 | -31.2% | 0.68% | -39.7% |
Q2 2017 | $3,737,000 | -19.8% | 63,916 | -21.7% | 1.13% | -16.2% |
Q1 2017 | $4,657,000 | -5.8% | 81,612 | -10.6% | 1.34% | -9.3% |
Q4 2016 | $4,944,000 | – | 91,255 | – | 1.48% | – |
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% |