SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,509,000 | -0.2% | 91,949 | +17.3% | 1.32% | +35.9% |
| Q3 2018 | $5,519,000 | -1.0% | 78,380 | -7.2% | 0.98% | -17.2% |
| Q2 2018 | $5,573,000 | +0.7% | 84,448 | -2.7% | 1.18% | +2.3% |
| Q1 2018 | $5,534,000 | +75.4% | 86,797 | +77.5% | 1.15% | +34.9% |
| Q4 2017 | $3,155,000 | -0.7% | 48,898 | -6.3% | 0.85% | -11.9% |
| Q3 2017 | $3,177,000 | +6.3% | 52,171 | +2.0% | 0.97% | +3.1% |
| Q2 2017 | $2,990,000 | +0.5% | 51,161 | -1.9% | 0.94% | -1.6% |
| Q1 2017 | $2,976,000 | -2.2% | 52,154 | -7.2% | 0.95% | -16.7% |
| Q4 2016 | $3,044,000 | +11.5% | 56,173 | +7.6% | 1.14% | +3.4% |
| Q3 2016 | $2,730,000 | +4.8% | 52,200 | +0.8% | 1.11% | -9.5% |
| Q2 2016 | $2,606,000 | +6.9% | 51,780 | +4.7% | 1.22% | +2.9% |
| Q1 2016 | $2,437,000 | +0.8% | 49,460 | +0.4% | 1.19% | +1.0% |
| Q4 2015 | $2,417,000 | +23.8% | 49,281 | +17.0% | 1.18% | -2.1% |
| Q3 2015 | $1,953,000 | +13.2% | 42,115 | +22.6% | 1.20% | +7.5% |
| Q2 2015 | $1,726,000 | -0.5% | 34,355 | 0.0% | 1.12% | -0.2% |
| Q1 2015 | $1,735,000 | +208.2% | 34,355 | +204.2% | 1.12% | +184.0% |
| Q4 2014 | $563,000 | +74.3% | 11,293 | +66.8% | 0.39% | +70.6% |
| Q3 2014 | $323,000 | +42.3% | 6,770 | +41.9% | 0.23% | +34.3% |
| Q2 2014 | $227,000 | +4.1% | 4,770 | 0.0% | 0.17% | -8.0% |
| Q1 2014 | $218,000 | – | 4,770 | – | 0.19% | – |
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% |