SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 0.91 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $10,727,000 | -89.2% | 151,036 | -89.3% | 0.08% | -89.0% |
| Q2 2019 | $99,161,000 | -9.0% | 1,405,936 | -12.2% | 0.68% | -14.7% |
| Q1 2019 | $108,964,000 | +33.5% | 1,601,236 | +17.6% | 0.80% | +8.0% |
| Q4 2018 | $81,633,000 | +41.6% | 1,362,136 | +66.3% | 0.74% | +73.0% |
| Q3 2018 | $57,659,000 | +6.7% | 819,136 | 0.0% | 0.43% | -42.0% |
| Q2 2018 | $54,055,000 | -0.1% | 819,136 | -3.4% | 0.74% | +3.8% |
| Q1 2018 | $54,103,000 | -47.6% | 848,136 | -47.0% | 0.71% | -48.8% |
| Q4 2017 | $103,312,000 | -13.8% | 1,601,236 | -18.7% | 1.38% | -36.6% |
| Q3 2017 | $119,897,000 | -20.5% | 1,968,436 | -23.7% | 2.18% | -16.7% |
| Q2 2017 | $150,770,000 | -1.4% | 2,579,036 | -3.7% | 2.62% | -8.2% |
| Q1 2017 | $152,843,000 | +9.7% | 2,678,636 | +4.1% | 2.85% | -8.4% |
| Q4 2016 | $139,375,000 | -12.2% | 2,572,436 | -15.3% | 3.12% | -5.1% |
| Q3 2016 | $158,818,000 | +24.4% | 3,035,506 | +19.6% | 3.28% | -0.3% |
| Q2 2016 | $127,652,000 | +20.1% | 2,537,806 | +17.6% | 3.29% | +14.2% |
| Q1 2016 | $106,312,000 | +1809.0% | 2,157,297 | +1742.0% | 2.88% | +1335.3% |
| Q3 2014 | $5,569,000 | +32.9% | 117,114 | +33.4% | 0.20% | +116.1% |
| Q2 2014 | $4,190,000 | +4.4% | 87,804 | 0.0% | 0.09% | -8.8% |
| Q1 2014 | $4,014,000 | +1.6% | 87,804 | 0.0% | 0.10% | -38.6% |
| Q4 2013 | $3,952,000 | – | 87,804 | – | 0.17% | – |
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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% |