SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,726,000 | +5.2% | 34,225 | -3.0% | 2.64% | -4.5% |
| Q2 2020 | $2,592,000 | +19.6% | 35,282 | -1.7% | 2.76% | +23.3% |
| Q1 2020 | $2,168,000 | -29.9% | 35,878 | -10.9% | 2.24% | -18.9% |
| Q4 2019 | $3,094,000 | +31.8% | 40,249 | +21.8% | 2.76% | +18.5% |
| Q3 2019 | $2,347,000 | +5.0% | 33,049 | +4.3% | 2.33% | +8.9% |
| Q2 2019 | $2,235,000 | +2.9% | 31,692 | -0.7% | 2.14% | -6.6% |
| Q1 2019 | $2,172,000 | -1.6% | 31,922 | -13.3% | 2.29% | -17.6% |
| Q4 2018 | $2,207,000 | – | 36,826 | – | 2.78% | – |
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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% |