SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.78 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $590,000 | -2.2% | 14,042 | +2.8% | 0.16% | +6.6% |
| Q2 2022 | $603,000 | -25.2% | 13,656 | -9.6% | 0.15% | -12.1% |
| Q1 2022 | $806,000 | +15.5% | 15,104 | +144.6% | 0.17% | +19.3% |
| Q4 2021 | $698,000 | +30.5% | 6,174 | +19.9% | 0.14% | +20.8% |
| Q3 2021 | $535,000 | +21.9% | 5,149 | +22.2% | 0.12% | +22.4% |
| Q2 2021 | $439,000 | -14.1% | 4,214 | -20.2% | 0.10% | -19.7% |
| Q1 2021 | $511,000 | +19.7% | 5,281 | +12.6% | 0.12% | +22.0% |
| Q4 2020 | $427,000 | +28.2% | 4,690 | +12.2% | 0.10% | +35.1% |
| Q3 2020 | $333,000 | -43.8% | 4,180 | -48.3% | 0.07% | -41.7% |
| Q2 2020 | $593,000 | +67.0% | 8,078 | +37.5% | 0.13% | +46.0% |
| Q1 2020 | $355,000 | -23.0% | 5,873 | -2.0% | 0.09% | +11.5% |
| Q4 2019 | $461,000 | +35.6% | 5,990 | +25.3% | 0.08% | +36.8% |
| Q3 2019 | $340,000 | +40.5% | 4,781 | +39.4% | 0.06% | +42.5% |
| Q2 2019 | $242,000 | -55.6% | 3,430 | -57.2% | 0.04% | -54.0% |
| Q1 2019 | $545,000 | +65.7% | 8,012 | +45.9% | 0.09% | +50.0% |
| Q4 2018 | $329,000 | -65.3% | 5,492 | -62.6% | 0.06% | -54.0% |
| Q4 2017 | $949,000 | +19.4% | 14,701 | +12.6% | 0.13% | +5.0% |
| Q3 2017 | $795,000 | +44.5% | 13,057 | +38.9% | 0.12% | +48.1% |
| Q2 2017 | $550,000 | +20.1% | 9,402 | +17.0% | 0.08% | +6.6% |
| Q1 2017 | $458,000 | +22.5% | 8,033 | +16.3% | 0.08% | +35.7% |
| Q4 2016 | $374,000 | +63.3% | 6,908 | +57.8% | 0.06% | +75.0% |
| Q3 2016 | $229,000 | -17.0% | 4,378 | -19.8% | 0.03% | -47.5% |
| Q1 2015 | $276,000 | -53.5% | 5,461 | -56.3% | 0.06% | -56.1% |
| Q3 2014 | $594,000 | +16.0% | 12,499 | +16.4% | 0.14% | +14.9% |
| Q2 2014 | $512,000 | +7.1% | 10,734 | +2.6% | 0.12% | +6.1% |
| Q1 2014 | $478,000 | – | 10,458 | – | 0.11% | – |
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% |