SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,865 | -3.6% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $46,530 | +8.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $43,065 | +6.8% | 900 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $40,329 | +6.1% | 900 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $38,000 | -5.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $40,000 | -16.7% | 900 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $48,000 | -5.9% | 900 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +8.5% | 450 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $47,000 | 0.0% | 450 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 450 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $44,000 | +4.8% | 450 | -3.2% | 0.02% | -4.3% |
| Q4 2020 | $42,000 | +13.5% | 465 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $37,000 | +8.8% | 465 | 0.0% | 0.02% | +8.7% |
| Q2 2020 | $34,000 | +21.4% | 465 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 465 | -7.0% | 0.02% | 0.0% |
| Q4 2019 | $38,000 | +5.6% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $36,000 | – | 500 | – | 0.02% | – |
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% |