SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,296 | -3.2% | 66 | 0.0% | 0.00% | – |
| Q2 2023 | $3,405 | -89.8% | 66 | -90.6% | 0.00% | -100.0% |
| Q1 2023 | $33,427 | +1124.4% | 699 | +1045.9% | 0.00% | – |
| Q4 2022 | $2,730 | -92.4% | 61 | -89.9% | 0.00% | -100.0% |
| Q1 2020 | $36,000 | -73.9% | 601 | -66.6% | 0.01% | -64.7% |
| Q4 2019 | $138,000 | -2.8% | 1,801 | -10.0% | 0.02% | -10.5% |
| Q3 2019 | $142,000 | +0.7% | 2,001 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $141,000 | -17.1% | 2,001 | -20.0% | 0.02% | -16.7% |
| Q1 2019 | $170,000 | -29.2% | 2,501 | -37.5% | 0.02% | -35.1% |
| Q4 2018 | $240,000 | -14.9% | 4,001 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $282,000 | +6.8% | 4,001 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $264,000 | +3.5% | 4,001 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $255,000 | -1.2% | 4,001 | 0.0% | 0.04% | +5.6% |
| Q4 2017 | $258,000 | -41.4% | 4,001 | -55.4% | 0.04% | -55.6% |
| Q4 2015 | $440,000 | +6.3% | 8,980 | +0.5% | 0.08% | 0.0% |
| Q3 2015 | $414,000 | -7.4% | 8,935 | +0.5% | 0.08% | -2.4% |
| Q2 2015 | $447,000 | +0.2% | 8,890 | +0.5% | 0.08% | -2.4% |
| Q1 2015 | $446,000 | +1.6% | 8,842 | +0.4% | 0.08% | 0.0% |
| Q4 2014 | $439,000 | +5.3% | 8,803 | +0.4% | 0.08% | 0.0% |
| Q3 2014 | $417,000 | – | 8,766 | – | 0.08% | – |
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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% |