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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $34,451,000 | +26.4% | 468,912 | +4.0% | 0.12% | +1.8% |
| Q1 2020 | $27,246,000 | -13.7% | 450,869 | +9.8% | 0.11% | +8.6% |
| Q4 2019 | $31,581,000 | +1.7% | 410,789 | -6.1% | 0.10% | -9.5% |
| Q3 2019 | $31,056,000 | +0.5% | 437,276 | -0.1% | 0.12% | -0.9% |
| Q2 2019 | $30,887,000 | +5.8% | 437,926 | +2.1% | 0.12% | +2.6% |
| Q1 2019 | $29,195,000 | +5.4% | 429,033 | -7.1% | 0.11% | -8.8% |
| Q4 2018 | $27,691,000 | -17.8% | 462,062 | -3.5% | 0.12% | -6.7% |
| Q3 2018 | $33,695,000 | +15.4% | 478,692 | +8.2% | 0.13% | +6.3% |
| Q2 2018 | $29,187,000 | +49.0% | 442,301 | +44.1% | 0.13% | +35.5% |
| Q1 2018 | $19,583,000 | -5.6% | 306,986 | -4.5% | 0.09% | -6.1% |
| Q4 2017 | $20,740,000 | +21.3% | 321,452 | +14.5% | 0.10% | +20.7% |
| Q3 2017 | $17,096,000 | -1.5% | 280,682 | -5.5% | 0.08% | -3.5% |
| Q2 2017 | $17,355,000 | +22.0% | 296,863 | +19.1% | 0.08% | +13.3% |
| Q1 2017 | $14,225,000 | +48.6% | 249,302 | +41.1% | 0.08% | +38.9% |
| Q4 2016 | $9,572,000 | +209.9% | 176,675 | +199.3% | 0.05% | +217.6% |
| Q3 2016 | $3,089,000 | – | 59,038 | – | 0.02% | – |
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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% |