SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,300 | +144.4% | 14,670 | +153.5% | 0.00% | – |
| Q2 2023 | $299,188 | +0.7% | 5,787 | -18.3% | 0.00% | – |
| Q3 2022 | $297,000 | +38.1% | 7,081 | +243.2% | 0.00% | – |
| Q2 2021 | $215,000 | -55.1% | 2,063 | -60.8% | 0.00% | – |
| Q4 2020 | $479,000 | -45.5% | 5,263 | -52.3% | 0.00% | -100.0% |
| Q3 2020 | $879,000 | -37.2% | 11,035 | -42.1% | 0.00% | -50.0% |
| Q2 2020 | $1,400,000 | -21.1% | 19,057 | -17.4% | 0.00% | 0.0% |
| Q4 2019 | $1,775,000 | +25.7% | 23,083 | +16.1% | 0.00% | 0.0% |
| Q3 2019 | $1,412,000 | -15.8% | 19,888 | -16.4% | 0.00% | -33.3% |
| Q2 2019 | $1,677,000 | +54.0% | 23,779 | +48.7% | 0.00% | +50.0% |
| Q1 2019 | $1,089,000 | -2.7% | 15,996 | -14.3% | 0.00% | 0.0% |
| Q4 2018 | $1,119,000 | -25.2% | 18,671 | -12.2% | 0.00% | 0.0% |
| Q3 2018 | $1,496,000 | +154.9% | 21,259 | +138.9% | 0.00% | +100.0% |
| Q2 2018 | $587,000 | -13.2% | 8,898 | -16.1% | 0.00% | 0.0% |
| Q1 2018 | $676,000 | -47.7% | 10,602 | -47.1% | 0.00% | -50.0% |
| Q4 2017 | $1,293,000 | +37.3% | 20,044 | +29.6% | 0.00% | +100.0% |
| Q3 2017 | $942,000 | +56.7% | 15,462 | +50.3% | 0.00% | 0.0% |
| Q2 2017 | $601,000 | -46.1% | 10,288 | -47.4% | 0.00% | -50.0% |
| Q1 2017 | $1,116,000 | +8.1% | 19,553 | +2.6% | 0.00% | 0.0% |
| Q4 2016 | $1,032,000 | -26.7% | 19,051 | -29.2% | 0.00% | 0.0% |
| Q3 2016 | $1,408,000 | +86.7% | 26,904 | +79.4% | 0.00% | 0.0% |
| Q2 2016 | $754,000 | -19.9% | 14,994 | -21.5% | 0.00% | 0.0% |
| Q1 2016 | $941,000 | +42.4% | 19,104 | +41.8% | 0.00% | +100.0% |
| Q4 2015 | $661,000 | +23.1% | 13,472 | +16.3% | 0.00% | 0.0% |
| Q3 2015 | $537,000 | +80.2% | 11,585 | +93.8% | 0.00% | 0.0% |
| Q4 2014 | $298,000 | – | 5,978 | – | 0.00% | – |
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% |