SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,000 | -33.3% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | +50.0% | 35 | +2.9% | 0.00% | +100.0% |
| Q3 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | +100.0% | 34 | +142.9% | 0.00% | 0.0% |
| Q1 2018 | $1,000 | 0.0% | 14 | +55.6% | 0.00% | – |
| Q4 2017 | $1,000 | -93.3% | 9 | -97.0% | 0.00% | -100.0% |
| Q1 2016 | $15,000 | -96.6% | 299 | -96.6% | 0.01% | -95.6% |
| Q2 2015 | $437,000 | -0.5% | 8,691 | 0.0% | 0.18% | +4.7% |
| Q1 2015 | $439,000 | +1.4% | 8,691 | 0.0% | 0.17% | +3.0% |
| Q4 2014 | $433,000 | +99.5% | 8,691 | +90.6% | 0.17% | +92.0% |
| Q3 2014 | $217,000 | – | 4,560 | – | 0.09% | – |
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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% |