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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $471,260 | +12.0% | 7,497 | -0.8% | 0.13% | +4.1% |
Q1 2024 | $420,919 | 0.0% | 7,561 | 0.0% | 0.12% | 0.0% |
Q4 2023 | $420,919 | +19.6% | 7,561 | +7.0% | 0.12% | +2.5% |
Q3 2023 | $352,069 | -2.7% | 7,064 | +0.9% | 0.12% | -1.7% |
Q2 2023 | $361,900 | -3.1% | 7,000 | -10.4% | 0.12% | -6.9% |
Q1 2023 | $373,629 | +483.8% | 7,810 | +759.2% | 0.13% | +465.2% |
Q2 2019 | $64,000 | +30.6% | 909 | +26.1% | 0.02% | -17.9% |
Q1 2019 | $49,000 | +188.2% | 721 | +150.3% | 0.03% | +154.5% |
Q4 2018 | $17,000 | – | 288 | – | 0.01% | – |
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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% |