SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 444 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,153,000 | -23.0% | 54,001 | -28.9% | 0.03% | -27.5% |
| Q3 2019 | $5,396,000 | +4.0% | 75,956 | +3.3% | 0.04% | 0.0% |
| Q2 2019 | $5,186,000 | +52.0% | 73,532 | +46.7% | 0.04% | +42.9% |
| Q1 2019 | $3,412,000 | +53.9% | 50,109 | +35.6% | 0.03% | +27.3% |
| Q4 2018 | $2,217,000 | -21.4% | 36,965 | -7.6% | 0.02% | -21.4% |
| Q3 2018 | $2,819,000 | +74.4% | 40,013 | +63.4% | 0.03% | +27.3% |
| Q2 2018 | $1,616,000 | -44.4% | 24,491 | -46.2% | 0.02% | -45.0% |
| Q1 2018 | $2,906,000 | +66.4% | 45,551 | +68.5% | 0.04% | +73.9% |
| Q4 2017 | $1,746,000 | -54.6% | 27,040 | -57.2% | 0.02% | -62.3% |
| Q3 2017 | $3,847,000 | -5.1% | 63,145 | -8.9% | 0.06% | -14.1% |
| Q2 2017 | $4,054,000 | +10.1% | 69,323 | +7.5% | 0.07% | -4.1% |
| Q1 2017 | $3,682,000 | +38.3% | 64,510 | +31.2% | 0.07% | +23.3% |
| Q4 2016 | $2,663,000 | +32.7% | 49,162 | +28.2% | 0.06% | +25.0% |
| Q3 2016 | $2,007,000 | +133.6% | 38,345 | +124.0% | 0.05% | +108.7% |
| Q2 2016 | $859,000 | – | 17,120 | – | 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% |