SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,332,233 | -15.5% | 46,785 | -12.3% | 1.05% | -14.4% |
| Q2 2023 | $2,758,513 | +2.4% | 53,356 | -5.2% | 1.22% | -2.6% |
| Q1 2023 | $2,694,106 | -3.2% | 56,303 | -9.3% | 1.26% | -10.3% |
| Q4 2022 | $2,782,639 | +9.6% | 62,099 | +2.7% | 1.40% | -2.3% |
| Q3 2022 | $2,539,000 | -12.2% | 60,465 | -7.6% | 1.44% | -1.6% |
| Q2 2022 | $2,891,000 | -20.3% | 65,432 | -3.7% | 1.46% | -8.5% |
| Q1 2022 | $3,629,000 | -14.1% | 67,978 | +81.8% | 1.59% | -6.5% |
| Q4 2021 | $4,227,000 | -5.9% | 37,401 | -13.5% | 1.70% | -9.4% |
| Q3 2021 | $4,492,000 | -3.0% | 43,252 | -2.6% | 1.88% | +2.6% |
| Q2 2021 | $4,629,000 | +7.9% | 44,390 | +0.0% | 1.83% | +1.8% |
| Q1 2021 | $4,292,000 | +7.2% | 44,378 | +0.8% | 1.80% | +1.9% |
| Q4 2020 | $4,005,000 | +21.8% | 44,013 | +6.6% | 1.77% | +6.4% |
| Q3 2020 | $3,289,000 | +16.3% | 41,293 | +7.3% | 1.66% | +10.4% |
| Q2 2020 | $2,829,000 | +15.7% | 38,500 | -4.9% | 1.51% | +3.9% |
| Q1 2020 | $2,446,000 | -21.2% | 40,475 | +0.3% | 1.45% | +9.1% |
| Q4 2019 | $3,104,000 | +8.2% | 40,370 | -0.1% | 1.33% | -0.3% |
| Q3 2019 | $2,869,000 | +3.9% | 40,393 | +3.2% | 1.33% | -5.3% |
| Q2 2019 | $2,760,000 | +2.1% | 39,132 | -1.5% | 1.41% | -1.3% |
| Q1 2019 | $2,702,000 | +15.6% | 39,710 | +1.8% | 1.42% | +3.3% |
| Q4 2018 | $2,338,000 | -21.0% | 39,009 | -7.3% | 1.38% | -10.2% |
| Q3 2018 | $2,961,000 | +3.1% | 42,065 | -3.3% | 1.54% | +1.2% |
| Q2 2018 | $2,871,000 | -22.1% | 43,503 | -24.7% | 1.52% | +32.8% |
| Q1 2018 | $3,684,000 | +109.8% | 57,741 | +112.1% | 1.14% | +8.7% |
| Q4 2017 | $1,756,000 | +13.4% | 27,221 | +7.0% | 1.05% | +8.9% |
| Q3 2017 | $1,549,000 | +39.0% | 25,430 | +33.5% | 0.97% | +33.8% |
| Q2 2017 | $1,114,000 | +7.4% | 19,050 | +4.8% | 0.72% | +8.4% |
| Q1 2017 | $1,037,000 | +26.6% | 18,180 | +20.2% | 0.67% | +22.4% |
| Q4 2016 | $819,000 | +8.3% | 15,120 | +4.6% | 0.54% | +2.1% |
| Q3 2016 | $756,000 | +53.7% | 14,454 | +47.7% | 0.53% | +46.4% |
| Q2 2016 | $492,000 | +13.4% | 9,789 | +11.1% | 0.36% | +8.0% |
| Q1 2016 | $434,000 | +199.3% | 8,809 | +188.8% | 0.34% | +171.8% |
| Q3 2014 | $145,000 | -7.1% | 3,050 | -10.9% | 0.12% | -6.8% |
| Q1 2014 | $156,000 | -12.4% | 3,425 | -13.3% | 0.13% | -14.2% |
| Q4 2013 | $178,000 | – | 3,950 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGILIS PARTNERS LLC | 690,261 | $34,389,000 | 31.11% |
| PLANNING ALTERNATIVES LTD /ADV | 1,742,741 | $86,823,000 | 18.64% |
| HT Partners LLC | 560,966 | $27,947,000 | 17.62% |
| Retirement Planning Group, LLC | 939,067 | $46,784,000 | 14.42% |
| FAS Wealth Partners, Inc. | 529,480 | $26,379,000 | 13.93% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 768,781 | $38,301,000 | 13.52% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 284,289 | $14,163,000 | 9.59% |
| Apriem Advisors | 466,936 | $23,263,000 | 8.57% |
| Financial Management Professionals, Inc. | 294,291 | $14,662,000 | 8.10% |
| Destination Wealth Management | 1,304,408 | $64,986,000 | 6.58% |