SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 326 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $1,427,000 | +3.5% | 21,631 | 0.0% | 0.13% | -1.5% |
Q1 2018 | $1,379,000 | -0.4% | 21,631 | +0.7% | 0.13% | -4.4% |
Q4 2017 | $1,385,000 | +8.6% | 21,475 | +2.5% | 0.14% | -2.2% |
Q3 2017 | $1,275,000 | +4.6% | 20,946 | +0.4% | 0.14% | 0.0% |
Q2 2017 | $1,219,000 | -0.6% | 20,860 | -3.0% | 0.14% | -7.3% |
Q1 2017 | $1,226,000 | +5.7% | 21,503 | +0.4% | 0.15% | +0.7% |
Q4 2016 | $1,160,000 | – | 21,416 | – | 0.15% | – |
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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% |