SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $342,000 | +6.2% | 4,822 | +5.6% | 0.29% | +6.6% |
| Q2 2019 | $322,000 | +8.4% | 4,565 | +4.5% | 0.27% | +9.6% |
| Q1 2019 | $297,000 | +36.2% | 4,370 | +20.1% | 0.25% | +12.7% |
| Q4 2018 | $218,000 | -23.8% | 3,639 | -10.5% | 0.22% | -3.9% |
| Q3 2018 | $286,000 | +7.9% | 4,068 | +1.1% | 0.23% | +0.9% |
| Q2 2018 | $265,000 | +21.6% | 4,022 | +17.9% | 0.23% | +16.3% |
| Q1 2018 | $218,000 | – | 3,412 | – | 0.20% | – |
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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% |