SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 432 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,537,000 | -0.8% | 25,435 | +26.2% | 0.58% | +7.1% |
| Q4 2019 | $1,549,000 | +4.0% | 20,151 | -3.9% | 0.54% | -7.4% |
| Q3 2019 | $1,489,000 | -4.2% | 20,970 | -4.8% | 0.58% | -13.9% |
| Q2 2019 | $1,554,000 | -5.2% | 22,029 | -8.6% | 0.68% | -15.6% |
| Q1 2019 | $1,640,000 | +25.7% | 24,093 | +10.7% | 0.80% | +12.2% |
| Q4 2018 | $1,305,000 | +52.6% | 21,770 | +79.2% | 0.71% | +8.7% |
| Q3 2018 | $855,000 | +20.6% | 12,146 | +12.9% | 0.66% | +1.5% |
| Q2 2018 | $709,000 | +23.7% | 10,758 | +19.9% | 0.65% | +14.5% |
| Q1 2018 | $573,000 | +17.9% | 8,975 | +19.1% | 0.56% | +5.4% |
| Q4 2017 | $486,000 | – | 7,533 | – | 0.54% | – |
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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% |