SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,216,950 | -0.5% | 646,278 | +3.2% | 4.25% | +0.7% |
| Q2 2023 | $32,375,183 | +6.4% | 626,212 | -1.6% | 4.22% | +5.6% |
| Q1 2023 | $30,437,658 | +5.4% | 636,106 | -1.3% | 3.99% | +2.5% |
| Q4 2022 | $28,869,636 | +8.6% | 644,268 | +1.8% | 3.90% | +2.0% |
| Q3 2022 | $26,578,000 | -5.4% | 632,955 | -0.4% | 3.82% | +4.5% |
| Q2 2022 | $28,091,000 | -18.4% | 635,690 | -1.4% | 3.66% | -4.2% |
| Q1 2022 | $34,412,000 | -9.7% | 644,545 | +91.2% | 3.82% | -6.1% |
| Q4 2021 | $38,089,000 | +11.2% | 337,042 | +2.2% | 4.07% | -1.1% |
| Q3 2021 | $34,251,000 | -21.8% | 329,785 | -21.5% | 4.11% | -26.2% |
| Q2 2021 | $43,794,000 | +10.8% | 420,001 | +2.8% | 5.57% | +5.7% |
| Q1 2021 | $39,514,000 | +5.0% | 408,583 | -1.2% | 5.27% | -2.2% |
| Q4 2020 | $37,638,000 | +15.0% | 413,651 | +0.7% | 5.39% | +4.9% |
| Q3 2020 | $32,723,000 | +8.6% | 410,883 | +0.2% | 5.14% | -6.0% |
| Q2 2020 | $30,133,000 | +25.1% | 410,138 | +2.9% | 5.47% | +18.6% |
| Q1 2020 | $24,091,000 | -13.5% | 398,659 | +10.1% | 4.61% | -6.0% |
| Q4 2019 | $27,844,000 | +12.0% | 362,176 | +3.5% | 4.90% | +3.6% |
| Q3 2019 | $24,857,000 | +0.3% | 349,996 | -0.4% | 4.73% | +1.3% |
| Q2 2019 | $24,788,000 | +8.6% | 351,457 | +4.8% | 4.67% | -6.9% |
| Q1 2019 | $22,824,000 | +21.2% | 335,406 | +6.8% | 5.01% | +7.6% |
| Q4 2018 | $18,825,000 | -17.9% | 314,114 | -3.6% | 4.66% | -15.2% |
| Q3 2018 | $22,936,000 | +11.8% | 325,836 | +4.8% | 5.50% | +2.2% |
| Q2 2018 | $20,511,000 | +24.4% | 310,818 | +20.2% | 5.38% | +19.9% |
| Q1 2018 | $16,488,000 | +13.6% | 258,479 | +14.9% | 4.49% | +28.4% |
| Q4 2017 | $14,520,000 | +12.2% | 225,043 | +5.9% | 3.50% | +5.4% |
| Q3 2017 | $12,945,000 | +16.1% | 212,534 | +11.4% | 3.32% | +12.0% |
| Q2 2017 | $11,151,000 | +23.3% | 190,754 | +20.3% | 2.96% | +27.4% |
| Q1 2017 | $9,045,000 | – | 158,514 | – | 2.32% | – |
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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% |