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 | $23,985,626 | -4.1% | 481,156 | -0.6% | 2.06% | -0.2% |
| Q2 2023 | $25,021,352 | +12.1% | 483,972 | +3.8% | 2.07% | +8.7% |
| Q1 2023 | $22,318,484 | +1.8% | 466,426 | -4.6% | 1.90% | -3.9% |
| Q4 2022 | $21,913,120 | +8.1% | 489,023 | +1.3% | 1.98% | +3.0% |
| Q3 2022 | $20,274,000 | -6.9% | 482,827 | -2.1% | 1.92% | -1.3% |
| Q2 2022 | $21,788,000 | -10.2% | 493,044 | +8.5% | 1.95% | +3.6% |
| Q1 2022 | $24,262,000 | -7.0% | 454,436 | +96.9% | 1.88% | -3.8% |
| Q4 2021 | $26,082,000 | +8.3% | 230,796 | -0.5% | 1.96% | +0.4% |
| Q3 2021 | $24,080,000 | -0.1% | 231,850 | +0.2% | 1.95% | -4.1% |
| Q2 2021 | $24,116,000 | +7.1% | 231,284 | -0.6% | 2.03% | +0.1% |
| Q1 2021 | $22,511,000 | +3.4% | 232,767 | -2.7% | 2.03% | -1.3% |
| Q4 2020 | $21,770,000 | +15.6% | 239,259 | +1.2% | 2.06% | +5.8% |
| Q3 2020 | $18,828,000 | +9.3% | 236,410 | +0.8% | 1.94% | +2.5% |
| Q2 2020 | $17,223,000 | +118.5% | 234,426 | +79.7% | 1.90% | +85.4% |
| Q1 2020 | $7,883,000 | – | 130,441 | – | 1.02% | – |
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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% |