SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.26 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,663 | -3.6% | 916 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $47,358 | +8.0% | 916 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,831 | +6.8% | 916 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $41,046 | +8.0% | 916 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 916 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $40,000 | +73.9% | 916 | +116.0% | 0.01% | +100.0% |
| Q1 2022 | $23,000 | -4.2% | 424 | +96.3% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | +9.1% | 216 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 212 | +5.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | -99.5% | 202 | -99.7% | 0.00% | -99.8% |
| Q3 2018 | $4,270,000 | +5171.6% | 60,661 | +3796.0% | 1.92% | +15866.7% |
| Q3 2016 | $81,000 | +102.5% | 1,557 | +91.3% | 0.01% | -20.0% |
| Q4 2015 | $40,000 | +5.3% | 814 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $38,000 | -75.6% | 814 | -73.7% | 0.02% | -72.9% |
| Q2 2015 | $156,000 | 0.0% | 3,100 | 0.0% | 0.06% | -1.7% |
| Q1 2015 | $156,000 | +1.3% | 3,100 | 0.0% | 0.06% | -3.2% |
| Q4 2014 | $154,000 | +4.8% | 3,100 | 0.0% | 0.06% | -7.5% |
| Q3 2014 | $147,000 | – | 3,100 | – | 0.07% | – |
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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% |