SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 0.63 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $58,000 | +5.5% | 725 | -3.8% | 0.01% | +30.0% |
| Q2 2020 | $55,000 | -25.7% | 754 | -38.2% | 0.01% | -37.5% |
| Q1 2020 | $74,000 | -79.3% | 1,220 | -73.8% | 0.02% | -77.5% |
| Q4 2019 | $357,000 | +8.2% | 4,650 | -0.0% | 0.07% | -6.6% |
| Q3 2019 | $330,000 | -38.9% | 4,651 | -39.4% | 0.08% | -36.7% |
| Q2 2019 | $540,000 | +3.1% | 7,674 | -0.4% | 0.12% | -7.0% |
| Q1 2019 | $524,000 | -32.1% | 7,704 | -40.2% | 0.13% | -40.8% |
| Q4 2018 | $772,000 | +9550.0% | 12,884 | +11612.7% | 0.22% | +10800.0% |
| Q3 2018 | $8,000 | +14.3% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | -68.2% | 110 | -68.7% | 0.00% | -66.7% |
| Q4 2017 | $22,000 | +4.8% | 351 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | 0.0% | 351 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $21,000 | -32.3% | 351 | -35.1% | 0.01% | -36.4% |
| Q1 2017 | $31,000 | -44.6% | 541 | -47.5% | 0.01% | -47.6% |
| Q4 2016 | $56,000 | +55.6% | 1,031 | +49.4% | 0.02% | +40.0% |
| Q3 2016 | $36,000 | +2.9% | 690 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $35,000 | +2.9% | 690 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $34,000 | -5.6% | 690 | -6.1% | 0.02% | +7.1% |
| Q4 2015 | $36,000 | +5.9% | 735 | 0.0% | 0.01% | +7.7% |
| Q3 2015 | $34,000 | -8.1% | 735 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $37,000 | 0.0% | 735 | 0.0% | 0.01% | +8.3% |
| Q1 2015 | $37,000 | -50.7% | 735 | -51.2% | 0.01% | -57.1% |
| Q4 2014 | $75,000 | +4.2% | 1,507 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $72,000 | -41.5% | 1,507 | -41.6% | 0.03% | -45.1% |
| Q2 2014 | $123,000 | -11.5% | 2,582 | -15.2% | 0.05% | -12.1% |
| Q1 2014 | $139,000 | +1.5% | 3,045 | 0.0% | 0.06% | -7.9% |
| Q4 2013 | $137,000 | +44.2% | 3,045 | +31.5% | 0.06% | +8.6% |
| Q3 2013 | $95,000 | +1800.0% | 2,315 | +1829.2% | 0.06% | +1833.3% |
| Q2 2013 | $5,000 | – | 120 | – | 0.00% | – |
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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% |