SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,527 | -6.0% | 7,493 | -2.5% | 0.03% | 0.0% |
| Q2 2023 | $397,368 | +10.2% | 7,686 | +1.9% | 0.03% | +8.3% |
| Q1 2023 | $360,721 | +6.9% | 7,539 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $337,583 | -4.1% | 7,534 | -10.2% | 0.02% | -7.7% |
| Q3 2022 | $352,000 | -11.8% | 8,386 | -7.0% | 0.03% | -10.3% |
| Q2 2022 | $399,000 | +64.9% | 9,021 | +186.5% | 0.03% | -9.4% |
| Q4 2019 | $242,000 | +8.0% | 3,149 | -0.2% | 0.03% | -5.9% |
| Q3 2019 | $224,000 | -21.7% | 3,155 | -22.3% | 0.03% | -24.4% |
| Q2 2019 | $286,000 | +34.3% | 4,062 | +14.4% | 0.04% | -26.2% |
| Q4 2018 | $213,000 | – | 3,551 | – | 0.06% | – |
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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% |