SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,385,441 | -1.4% | 27,792 | +2.2% | 0.04% | 0.0% |
| Q2 2023 | $1,405,602 | +5.1% | 27,188 | -2.7% | 0.04% | -2.6% |
| Q1 2023 | $1,337,617 | +111461.1% | 27,954 | +4.5% | 0.04% | +8.6% |
| Q4 2022 | $1,199 | -99.9% | 26,753 | -0.9% | 0.04% | 0.0% |
| Q3 2022 | $1,134,000 | -4.4% | 27,007 | +0.6% | 0.04% | +6.1% |
| Q2 2022 | $1,186,000 | -16.1% | 26,841 | +1.4% | 0.03% | -2.9% |
| Q1 2022 | $1,413,000 | -4.9% | 26,462 | +101.3% | 0.03% | -2.9% |
| Q4 2021 | $1,486,000 | +5.4% | 13,147 | -3.1% | 0.04% | -2.8% |
| Q3 2021 | $1,410,000 | +0.2% | 13,573 | +0.6% | 0.04% | -2.7% |
| Q2 2021 | $1,407,000 | +8.1% | 13,495 | +0.3% | 0.04% | +2.8% |
| Q1 2021 | $1,302,000 | +6.5% | 13,459 | +0.2% | 0.04% | -7.7% |
| Q4 2020 | $1,222,000 | +16.9% | 13,429 | +2.3% | 0.04% | -4.9% |
| Q3 2020 | $1,045,000 | +9.0% | 13,123 | +0.5% | 0.04% | +2.5% |
| Q2 2020 | $959,000 | +10.9% | 13,053 | -8.8% | 0.04% | 0.0% |
| Q1 2020 | $865,000 | -21.9% | 14,319 | -0.6% | 0.04% | -2.4% |
| Q4 2019 | $1,108,000 | +6.8% | 14,411 | -1.3% | 0.04% | -8.9% |
| Q3 2019 | $1,037,000 | -1.8% | 14,597 | -2.5% | 0.04% | -4.3% |
| Q2 2019 | $1,056,000 | -0.7% | 14,972 | -4.2% | 0.05% | -2.1% |
| Q1 2019 | $1,063,000 | +9.4% | 15,622 | -3.7% | 0.05% | +2.1% |
| Q4 2018 | $972,000 | -17.1% | 16,219 | -2.7% | 0.05% | +4.4% |
| Q3 2018 | $1,173,000 | +2.6% | 16,673 | -3.8% | 0.04% | -10.0% |
| Q2 2018 | $1,143,000 | -2.6% | 17,330 | -5.9% | 0.05% | -5.7% |
| Q1 2018 | $1,174,000 | +6.2% | 18,412 | +7.4% | 0.05% | -10.2% |
| Q4 2017 | $1,105,000 | +7.1% | 17,140 | +1.2% | 0.06% | -1.7% |
| Q3 2017 | $1,032,000 | +7.2% | 16,944 | +2.8% | 0.06% | -3.2% |
| Q2 2017 | $963,000 | +2.7% | 16,483 | +0.3% | 0.06% | -3.1% |
| Q1 2017 | $938,000 | +5.5% | 16,440 | +0.2% | 0.06% | -1.5% |
| Q4 2016 | $889,000 | – | 16,400 | – | 0.06% | – |
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% |