SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,375,000 | +33.8% | 119,407 | +183.3% | 0.00% | +50.0% |
| Q4 2021 | $4,764,000 | +638.6% | 42,156 | +579.2% | 0.00% | – |
| Q3 2021 | $645,000 | +5.0% | 6,207 | +5.5% | 0.00% | – |
| Q2 2021 | $614,000 | -0.2% | 5,884 | -7.4% | 0.00% | – |
| Q1 2021 | $615,000 | -26.8% | 6,355 | -31.2% | 0.00% | -100.0% |
| Q4 2020 | $840,000 | +63.7% | 9,232 | +38.5% | 0.00% | – |
| Q4 2019 | $513,000 | -42.4% | 6,668 | -46.9% | 0.00% | -100.0% |
| Q3 2019 | $891,000 | +156.8% | 12,547 | +155.1% | 0.00% | – |
| Q2 2019 | $347,000 | -99.3% | 4,919 | -99.4% | 0.00% | -100.0% |
| Q4 2018 | $48,728,000 | +22355.3% | 813,074 | +23764.8% | 0.05% | – |
| Q1 2018 | $217,000 | -94.7% | 3,407 | -94.7% | 0.00% | -100.0% |
| Q4 2017 | $4,125,000 | -27.1% | 63,926 | -38.8% | 0.00% | -50.0% |
| Q4 2016 | $5,660,000 | – | 104,459 | – | 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% |