SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 660 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,105 | -6.3% | 4,636 | -2.8% | 0.13% | +6.3% |
| Q2 2023 | $246,661 | +8.0% | 4,771 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $228,292 | +106578.5% | 4,771 | 0.0% | 0.12% | +4.2% |
| Q4 2022 | $214 | -99.9% | 4,771 | +7.6% | 0.12% | +5.3% |
| Q3 2022 | $186,000 | -5.1% | 4,436 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $196,000 | -17.3% | 4,436 | 0.0% | 0.11% | -5.0% |
| Q1 2022 | $237,000 | -5.6% | 4,436 | +100.0% | 0.12% | -6.3% |
| Q4 2021 | $251,000 | +9.1% | 2,218 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $230,000 | -0.4% | 2,218 | 0.0% | 0.13% | +4.1% |
| Q2 2021 | $231,000 | +7.4% | 2,218 | 0.0% | 0.12% | +1.7% |
| Q1 2021 | $215,000 | +6.4% | 2,218 | 0.0% | 0.12% | -0.8% |
| Q4 2020 | $202,000 | +14.1% | 2,218 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $177,000 | +8.6% | 2,218 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $163,000 | +22.6% | 2,218 | +0.7% | 0.12% | +2.5% |
| Q1 2020 | $133,000 | -21.3% | 2,203 | 0.0% | 0.12% | -0.8% |
| Q4 2019 | $169,000 | +8.3% | 2,203 | 0.0% | 0.12% | +0.8% |
| Q3 2019 | $156,000 | +7700.0% | 2,203 | +8712.0% | 0.12% | +5800.0% |
| Q1 2019 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $1,000 | – | 25 | – | 0.00% | – |
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% |