SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $653,281 | +160.3% | 12,636 | +111.7% | 0.00% | – |
| Q3 2022 | $251,000 | -91.5% | 5,970 | -91.1% | 0.00% | -100.0% |
| Q2 2022 | $2,968,000 | +1384.0% | 67,164 | +3394.5% | 0.00% | – |
| Q2 2021 | $200,000 | -87.5% | 1,922 | -91.2% | 0.00% | -100.0% |
| Q2 2020 | $1,603,000 | +516.5% | 21,818 | +407.5% | 0.00% | – |
| Q1 2020 | $260,000 | -94.0% | 4,299 | -92.4% | 0.00% | -100.0% |
| Q4 2019 | $4,368,000 | -81.7% | 56,821 | -83.1% | 0.01% | -84.6% |
| Q3 2019 | $23,810,000 | +199.3% | 335,251 | +197.2% | 0.04% | +178.6% |
| Q2 2019 | $7,955,000 | -4.9% | 112,791 | -19.2% | 0.01% | -22.2% |
| Q4 2018 | $8,362,000 | -30.5% | 139,534 | -18.3% | 0.02% | -25.0% |
| Q3 2018 | $12,027,000 | +46.6% | 170,861 | +37.4% | 0.02% | +26.3% |
| Q2 2018 | $8,205,000 | -42.3% | 124,330 | -44.2% | 0.02% | -48.6% |
| Q1 2018 | $14,220,000 | -2.0% | 222,925 | -0.8% | 0.04% | -11.9% |
| Q4 2017 | $14,503,000 | +6097.9% | 224,785 | +5747.7% | 0.04% | +4100.0% |
| Q3 2017 | $234,000 | -96.7% | 3,844 | -96.8% | 0.00% | -96.0% |
| Q2 2017 | $7,018,000 | +197.9% | 120,047 | +190.7% | 0.02% | +150.0% |
| Q1 2017 | $2,356,000 | -76.5% | 41,298 | -77.7% | 0.01% | -77.3% |
| Q4 2016 | $10,013,000 | +112.2% | 184,811 | +104.9% | 0.04% | +91.3% |
| Q3 2016 | $4,718,000 | +70.6% | 90,183 | +64.1% | 0.02% | +64.3% |
| Q2 2016 | $2,765,000 | -43.7% | 54,968 | -44.9% | 0.01% | -50.0% |
| Q1 2016 | $4,914,000 | -34.7% | 99,706 | -35.1% | 0.03% | -40.4% |
| Q4 2015 | $7,530,000 | +345.3% | 153,558 | +321.1% | 0.05% | +327.3% |
| Q3 2015 | $1,691,000 | -82.4% | 36,470 | -80.9% | 0.01% | -82.3% |
| Q2 2015 | $9,598,000 | +582.2% | 191,082 | +585.8% | 0.06% | +463.6% |
| Q1 2015 | $1,407,000 | -77.9% | 27,863 | -78.2% | 0.01% | -77.1% |
| Q4 2014 | $6,370,000 | -28.1% | 127,861 | -31.4% | 0.05% | -46.7% |
| Q3 2014 | $8,860,000 | +1877.7% | 186,337 | +1799.8% | 0.09% | +1700.0% |
| Q1 2014 | $448,000 | – | 9,808 | – | 0.01% | – |
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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% |