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 2019 | $764,000 | +3.1% | 10,756 | +2.4% | 0.49% | +0.6% |
| Q2 2019 | $741,000 | +4.2% | 10,505 | +0.6% | 0.49% | +2.3% |
| Q1 2019 | $711,000 | +21.3% | 10,442 | +6.9% | 0.48% | +10.1% |
| Q4 2018 | $586,000 | -10.1% | 9,772 | +5.5% | 0.44% | +9.8% |
| Q3 2018 | $652,000 | +34.2% | 9,261 | +21.5% | 0.40% | +9.7% |
| Q1 2018 | $486,000 | +43.4% | 7,624 | +45.1% | 0.36% | +49.2% |
| Q4 2017 | $339,000 | +14.1% | 5,253 | +7.8% | 0.24% | +7.1% |
| Q3 2017 | $297,000 | +4.6% | 4,871 | +0.4% | 0.23% | +7.6% |
| Q2 2017 | $284,000 | -25.5% | 4,852 | -27.2% | 0.21% | -26.8% |
| Q1 2017 | $381,000 | +5.8% | 6,669 | +0.4% | 0.29% | +3.2% |
| Q4 2016 | $360,000 | +4.0% | 6,644 | +0.6% | 0.28% | +7.8% |
| Q3 2016 | $346,000 | +13.1% | 6,604 | +8.5% | 0.26% | +13.2% |
| Q2 2016 | $306,000 | +58.5% | 6,085 | +57.5% | 0.23% | +45.2% |
| Q4 2014 | $193,000 | – | 3,864 | – | 0.16% | – |
Download | ||||||
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% |