SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 480 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $64,000 | -19.0% | 1,060 | +3.4% | 0.01% | -14.3% |
| Q4 2019 | $79,000 | +8.2% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $73,000 | +1.4% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $70,000 | +14.8% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $61,000 | -28.2% | 1,025 | -14.9% | 0.01% | -12.5% |
| Q3 2018 | $85,000 | +240.0% | 1,204 | +221.1% | 0.01% | +166.7% |
| Q2 2018 | $25,000 | -26.5% | 375 | -30.6% | 0.00% | -25.0% |
| Q1 2018 | $34,000 | -2.9% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | +6.1% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $33,000 | +153.8% | 540 | +137.9% | 0.00% | +100.0% |
| Q2 2017 | $13,000 | +1200.0% | 227 | +808.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 25 | – | 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% |