SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,185 | +21.2% | 18,760 | +25.7% | 0.02% | +25.0% |
| Q2 2023 | $771,414 | +9.3% | 14,921 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $705,748 | +6.6% | 14,749 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $661,978 | +21.2% | 14,773 | +13.6% | 0.01% | -14.3% |
| Q3 2022 | $546,000 | +36.8% | 13,005 | +44.1% | 0.01% | +55.6% |
| Q2 2022 | $399,000 | -28.8% | 9,024 | -13.9% | 0.01% | -18.2% |
| Q1 2022 | $560,000 | -9.8% | 10,486 | +91.0% | 0.01% | -15.4% |
| Q4 2021 | $621,000 | -3.3% | 5,491 | -11.1% | 0.01% | +8.3% |
| Q3 2021 | $642,000 | +8.8% | 6,177 | +9.2% | 0.01% | -14.3% |
| Q2 2021 | $590,000 | +5.2% | 5,656 | -2.5% | 0.01% | -6.7% |
| Q1 2021 | $561,000 | +6.5% | 5,804 | +0.2% | 0.02% | -11.8% |
| Q4 2020 | $527,000 | -6.9% | 5,792 | -18.5% | 0.02% | -19.0% |
| Q3 2020 | $566,000 | +7.4% | 7,109 | -0.9% | 0.02% | -4.5% |
| Q2 2020 | $527,000 | +11.9% | 7,177 | -8.0% | 0.02% | -12.0% |
| Q1 2020 | $471,000 | -25.9% | 7,802 | -6.0% | 0.02% | -7.4% |
| Q4 2019 | $636,000 | +66.9% | 8,296 | +53.5% | 0.03% | +58.8% |
| Q3 2019 | $381,000 | -2.3% | 5,405 | -2.4% | 0.02% | 0.0% |
| Q2 2019 | $390,000 | +15.4% | 5,537 | +11.7% | 0.02% | 0.0% |
| Q1 2019 | $338,000 | +49.6% | 4,957 | +30.3% | 0.02% | +30.8% |
| Q4 2018 | $226,000 | -14.4% | 3,804 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $264,000 | +7.3% | 3,757 | +1.1% | 0.01% | -7.1% |
| Q2 2018 | $246,000 | -11.8% | 3,715 | -15.2% | 0.01% | -17.6% |
| Q1 2018 | $279,000 | -1.4% | 4,379 | -0.4% | 0.02% | 0.0% |
| Q4 2017 | $283,000 | +9.7% | 4,398 | +4.0% | 0.02% | +6.2% |
| Q3 2017 | $258,000 | -3.0% | 4,229 | -6.6% | 0.02% | -5.9% |
| Q2 2017 | $266,000 | +13.7% | 4,527 | +10.4% | 0.02% | +6.2% |
| Q1 2017 | $234,000 | -37.8% | 4,099 | -45.1% | 0.02% | -44.8% |
| Q2 2016 | $376,000 | +61.4% | 7,468 | +57.9% | 0.03% | +52.6% |
| Q1 2016 | $233,000 | – | 4,730 | – | 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% |