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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $21,000 | 0.0% | 348 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $21,000 | 0.0% | 348 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $21,000 | 0.0% | 348 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $21,000 | 0.0% | 348 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $21,000 | 0.0% | 348 | 0.0% | 0.02% | +87.5% |
| Q1 2018 | $21,000 | 0.0% | 348 | 0.0% | 0.01% | +14.3% |
| Q4 2017 | $21,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | -19.2% | 348 | -21.8% | 0.01% | -22.2% |
| Q2 2017 | $26,000 | -99.0% | 445 | -99.0% | 0.01% | -99.1% |
| Q1 2017 | $2,600,000 | +5.6% | 45,567 | +0.2% | 1.03% | +13.0% |
| Q4 2016 | $2,463,000 | -48.4% | 45,459 | -50.2% | 0.91% | -47.7% |
| Q3 2016 | $4,774,000 | +4.1% | 91,238 | +0.1% | 1.74% | -19.2% |
| Q2 2016 | $4,587,000 | -31.0% | 91,190 | -32.4% | 2.16% | -24.3% |
| Q1 2016 | $6,645,000 | +1.8% | 134,840 | +1.3% | 2.85% | -16.0% |
| Q4 2015 | $6,529,000 | +5.7% | 133,145 | +0.0% | 3.39% | -3.9% |
| Q3 2015 | $6,174,000 | -5.7% | 133,107 | +2.1% | 3.52% | +10.8% |
| Q2 2015 | $6,548,000 | +2.2% | 130,353 | +2.7% | 3.18% | -12.4% |
| Q1 2015 | $6,409,000 | +116.1% | 126,958 | +113.2% | 3.63% | +64.2% |
| Q4 2014 | $2,966,000 | – | 59,541 | – | 2.21% | – |
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% |