SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 592 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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $746,000 | -9.6% | 12,342 | +15.1% | 0.57% | +4.6% |
Q4 2019 | $825,000 | +19.0% | 10,725 | +9.8% | 0.55% | +14.9% |
Q3 2019 | $693,000 | +1.8% | 9,764 | +1.1% | 0.48% | +10.7% |
Q2 2019 | $681,000 | +12.0% | 9,654 | +8.1% | 0.43% | -7.9% |
Q1 2019 | $608,000 | -65.5% | 8,931 | -69.6% | 0.47% | -50.7% |
Q4 2018 | $1,761,000 | +630.7% | 29,390 | +677.3% | 0.95% | +379.3% |
Q1 2018 | $241,000 | – | 3,781 | – | 0.20% | – |
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% |