SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 2,128,850 | $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% |