SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 220 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,375 | – | 53 | +1225.0% | 0.00% | – |
| Q3 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 4 | -71.4% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -95.0% | 14 | -94.4% | 0.00% | -100.0% |
| Q3 2020 | $20,000 | +11.1% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -21.1% | 250 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $19,000 | +5.6% | 250 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $18,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $18,000 | +5.9% | 250 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $17,000 | +13.3% | 250 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $15,000 | -16.7% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | +12.5% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $16,000 | -36.0% | 250 | -42.1% | 0.01% | -56.2% |
| Q1 2017 | $25,000 | +31.6% | 432 | +22.0% | 0.02% | +23.1% |
| Q4 2016 | $19,000 | -20.8% | 354 | -22.5% | 0.01% | -23.5% |
| Q3 2016 | $24,000 | +4.3% | 457 | +0.4% | 0.02% | +6.2% |
| Q2 2016 | $23,000 | +4.5% | 455 | +0.4% | 0.02% | +6.7% |
| Q1 2016 | $22,000 | +10.0% | 453 | +13.8% | 0.02% | +7.1% |
| Q4 2015 | $20,000 | +11.1% | 398 | +0.5% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | +20.0% | 396 | +28.6% | 0.01% | +27.3% |
| Q2 2015 | $15,000 | +66.7% | 308 | +65.6% | 0.01% | +57.1% |
| Q1 2015 | $9,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | -10.0% | 186 | -8.4% | 0.01% | -12.5% |
| Q3 2014 | $10,000 | 0.0% | 203 | +0.5% | 0.01% | 0.0% |
| Q2 2014 | $10,000 | +11.1% | 202 | +0.5% | 0.01% | +14.3% |
| Q1 2014 | $9,000 | – | 201 | – | 0.01% | – |
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% |