SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263,000 | +8.7% | 2,329 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $242,000 | -3.6% | 2,329 | -3.4% | 0.02% | +5.0% |
| Q2 2021 | $251,000 | +17.3% | 2,412 | +9.0% | 0.02% | +5.3% |
| Q1 2021 | $214,000 | +11.5% | 2,213 | +4.6% | 0.02% | +5.6% |
| Q4 2020 | $192,000 | -6.8% | 2,115 | -18.1% | 0.02% | -18.2% |
| Q3 2020 | $206,000 | +8.4% | 2,581 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $190,000 | +21.8% | 2,581 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $156,000 | -29.7% | 2,581 | -10.5% | 0.02% | -8.0% |
| Q4 2019 | $222,000 | -27.5% | 2,883 | -33.2% | 0.02% | -34.2% |
| Q3 2019 | $306,000 | +0.7% | 4,315 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $304,000 | +210.2% | 4,315 | +199.9% | 0.04% | +192.3% |
| Q1 2019 | $98,000 | -34.7% | 1,439 | -42.6% | 0.01% | -40.9% |
| Q4 2018 | $150,000 | +123.9% | 2,505 | +165.1% | 0.02% | +144.4% |
| Q3 2018 | $67,000 | +8.1% | 945 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $62,000 | +3.3% | 945 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $60,000 | -1.6% | 945 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $58,000 | -4.9% | 945 | -9.6% | 0.01% | 0.0% |
| Q2 2017 | $61,000 | +41.9% | 1,045 | +39.0% | 0.01% | +28.6% |
| Q1 2017 | $43,000 | +22.9% | 752 | +17.3% | 0.01% | +16.7% |
| Q4 2016 | $35,000 | -37.5% | 641 | -40.2% | 0.01% | -40.0% |
| Q3 2016 | $56,000 | +60.0% | 1,072 | +54.7% | 0.01% | +66.7% |
| Q2 2016 | $35,000 | +1650.0% | 693 | +1286.0% | 0.01% | – |
| Q1 2016 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | -95.7% | 50 | -95.0% | 0.00% | -100.0% |
| Q3 2015 | $46,000 | +253.8% | 1,000 | +300.0% | 0.01% | +300.0% |
| Q2 2015 | $13,000 | – | 250 | – | 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% |