SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479 | -21.7% | 9,602 | -18.9% | 0.17% | -20.4% |
| Q2 2023 | $612 | -43.4% | 11,847 | -47.6% | 0.21% | -45.8% |
| Q1 2023 | $1,082 | -18.2% | 22,617 | -23.4% | 0.39% | -22.7% |
| Q4 2022 | $1,323 | -99.9% | 29,535 | +3.2% | 0.50% | +1.0% |
| Q3 2022 | $1,202,000 | -5.8% | 28,622 | -0.9% | 0.50% | -1.2% |
| Q2 2022 | $1,276,000 | -18.0% | 28,885 | -0.9% | 0.50% | -4.5% |
| Q1 2022 | $1,556,000 | -0.8% | 29,152 | +110.1% | 0.53% | +1.1% |
| Q4 2021 | $1,568,000 | +4.7% | 13,873 | -3.7% | 0.52% | -0.2% |
| Q3 2021 | $1,497,000 | -3.4% | 14,411 | -3.1% | 0.52% | -2.1% |
| Q2 2021 | $1,550,000 | +5.4% | 14,867 | -2.2% | 0.53% | -2.2% |
| Q1 2021 | $1,470,000 | +5.3% | 15,205 | -0.9% | 0.55% | -3.4% |
| Q4 2020 | $1,396,000 | +7.5% | 15,337 | -6.0% | 0.56% | -5.5% |
| Q3 2020 | $1,299,000 | +0.4% | 16,309 | -7.4% | 0.60% | -6.4% |
| Q2 2020 | $1,294,000 | +6.5% | 17,607 | -12.4% | 0.64% | -8.2% |
| Q1 2020 | $1,215,000 | -28.4% | 20,101 | -9.0% | 0.70% | 0.0% |
| Q4 2019 | $1,698,000 | +2.0% | 22,084 | -5.7% | 0.70% | -7.9% |
| Q3 2019 | $1,664,000 | -1.2% | 23,425 | -2.0% | 0.76% | -5.0% |
| Q2 2019 | $1,685,000 | -4.4% | 23,895 | -7.7% | 0.80% | -9.8% |
| Q1 2019 | $1,762,000 | +0.2% | 25,898 | -11.8% | 0.88% | -6.3% |
| Q4 2018 | $1,759,000 | -13.6% | 29,357 | +1.5% | 0.94% | -3.5% |
| Q3 2018 | $2,035,000 | +9.2% | 28,913 | +2.4% | 0.98% | +0.9% |
| Q2 2018 | $1,863,000 | +17.6% | 28,225 | +13.6% | 0.97% | +24.8% |
| Q1 2018 | $1,584,000 | +9.3% | 24,839 | +10.6% | 0.77% | +8.3% |
| Q4 2017 | $1,449,000 | +14.5% | 22,464 | +8.1% | 0.72% | +6.2% |
| Q3 2017 | $1,265,000 | +16.9% | 20,775 | +12.2% | 0.67% | +16.6% |
| Q2 2017 | $1,082,000 | +11.5% | 18,510 | +8.9% | 0.58% | +10.3% |
| Q1 2017 | $970,000 | +9.6% | 17,003 | +4.1% | 0.52% | +9.2% |
| Q4 2016 | $885,000 | +5.0% | 16,336 | +1.4% | 0.48% | -3.0% |
| Q3 2016 | $843,000 | +24.7% | 16,118 | +20.0% | 0.49% | +22.0% |
| Q2 2016 | $676,000 | +16.8% | 13,437 | +14.4% | 0.40% | +15.1% |
| Q1 2016 | $579,000 | +8.6% | 11,748 | +8.0% | 0.35% | +7.3% |
| Q4 2015 | $533,000 | +15.1% | 10,875 | +8.9% | 0.33% | +10.4% |
| Q3 2015 | $463,000 | +0.9% | 9,985 | +9.3% | 0.30% | +11.2% |
| Q2 2015 | $459,000 | +24.7% | 9,132 | +25.1% | 0.27% | +27.1% |
| Q1 2015 | $368,000 | +68.8% | 7,298 | +66.5% | 0.21% | +65.4% |
| Q4 2014 | $218,000 | – | 4,383 | – | 0.13% | – |
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% |