SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $11,458,000 | -16.0% | 191,181 | -1.3% | 5.31% | -5.8% |
| Q3 2018 | $13,641,000 | +6.9% | 193,785 | +0.3% | 5.64% | +4.2% |
| Q2 2018 | $12,755,000 | +4.6% | 193,293 | +1.1% | 5.41% | +7.0% |
| Q1 2018 | $12,192,000 | +1.1% | 191,128 | +2.2% | 5.06% | +0.7% |
| Q4 2017 | $12,064,000 | +16.9% | 186,980 | +10.3% | 5.03% | +12.2% |
| Q3 2017 | $10,323,000 | +19.0% | 169,473 | +14.2% | 4.48% | +14.8% |
| Q2 2017 | $8,674,000 | +7.3% | 148,381 | +4.7% | 3.90% | +2.4% |
| Q1 2017 | $8,087,000 | – | 141,730 | – | 3.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |