SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 541 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $981,000 | -75.3% | 16,232 | -71.0% | 0.38% | -72.2% |
| Q3 2019 | $3,977,000 | -99.9% | 56,000 | 0.0% | 1.37% | -92.9% |
| Q2 2019 | $3,949,680,000 | +3.6% | 56,000 | 0.0% | 19.30% | -5.1% |
| Q1 2019 | $3,810,800,000 | +6251.3% | 56,000 | -98.4% | 20.34% | +337.1% |
| Q4 2018 | $60,000,000 | – | 3,595,800 | – | 4.65% | – |
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% |