SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 479 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,917 | -46.0% | 598 | -50.0% | 0.02% | -11.1% |
| Q1 2023 | $57,242 | +113.5% | 1,196 | +100.0% | 0.02% | 0.0% |
| Q4 2022 | $26,814 | +7.3% | 598 | -0.2% | 0.02% | -14.3% |
| Q3 2022 | $25,000 | -97.0% | 599 | -94.9% | 0.02% | -95.8% |
| Q3 2018 | $826,000 | +9.1% | 11,735 | +2.4% | 0.51% | +0.8% |
| Q2 2018 | $757,000 | +15.9% | 11,465 | +12.0% | 0.50% | +32.8% |
| Q1 2018 | $653,000 | -7.2% | 10,237 | -6.1% | 0.38% | -14.9% |
| Q4 2017 | $704,000 | +18.9% | 10,907 | +12.2% | 0.44% | +9.4% |
| Q3 2017 | $592,000 | -64.6% | 9,717 | -66.0% | 0.41% | -64.5% |
| Q2 2017 | $1,671,000 | +146.8% | 28,579 | +140.8% | 1.14% | +126.1% |
| Q1 2017 | $677,000 | – | 11,866 | – | 0.51% | – |
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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% |