SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $310,000 | -8.8% | 4,368 | -9.5% | 0.00% | 0.0% |
| Q2 2019 | $340,000 | -11.2% | 4,828 | -14.2% | 0.00% | 0.0% |
| Q1 2019 | $383,000 | +17.8% | 5,624 | +3.6% | 0.00% | 0.0% |
| Q4 2018 | $325,000 | -14.5% | 5,430 | +0.5% | 0.00% | 0.0% |
| Q3 2018 | $380,000 | +7.0% | 5,401 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $355,000 | +27.2% | 5,377 | +0.7% | 0.00% | 0.0% |
| Q3 2016 | $279,000 | +4.1% | 5,337 | +0.0% | 0.00% | 0.0% |
| Q2 2016 | $268,000 | – | 5,335 | – | 0.00% | – |
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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% |