SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $141,000 | -0.7% | 1,359 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $142,000 | +8.4% | 1,359 | +0.5% | 0.02% | +90.0% |
| Q1 2021 | $131,000 | -10.9% | 1,352 | -16.1% | 0.01% | -16.7% |
| Q4 2020 | $147,000 | +14.8% | 1,612 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $128,000 | +8.5% | 1,612 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $118,000 | +21.6% | 1,612 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $97,000 | -21.8% | 1,612 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $124,000 | +3.3% | 1,612 | -4.7% | 0.01% | -7.7% |
| Q3 2019 | $120,000 | +0.8% | 1,692 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $119,000 | -37.7% | 1,692 | -39.8% | 0.01% | -43.5% |
| Q1 2019 | $191,000 | -18.7% | 2,809 | -28.4% | 0.02% | -32.4% |
| Q4 2018 | $235,000 | -14.9% | 3,925 | 0.0% | 0.03% | -10.5% |
| Q3 2018 | $276,000 | -97.3% | 3,925 | +1824.0% | 0.04% | +1800.0% |
| Q1 2016 | $10,208,000 | – | 204 | – | 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% |