SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,971 | -0.7% | 1,103 | +3.0% | 0.01% | -7.1% |
| Q2 2023 | $55,357 | +16.5% | 1,071 | +7.9% | 0.01% | +7.7% |
| Q1 2023 | $47,502 | +6.8% | 993 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $44,484 | -46.4% | 993 | -49.9% | 0.01% | -50.0% |
| Q3 2022 | $83,000 | +4050.0% | 1,982 | +9338.1% | 0.03% | +2500.0% |
| Q3 2020 | $2,000 | -33.3% | 21 | -41.7% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -75.0% | 36 | -65.4% | 0.00% | -66.7% |
| Q4 2019 | $8,000 | -11.1% | 104 | -13.3% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | – | 120 | – | 0.00% | – |
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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% |