SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.32 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261 | -99.9% | 5,240 | +0.9% | 0.06% | -1.5% |
| Q2 2023 | $268,494 | -57.4% | 5,193 | -61.3% | 0.07% | -49.2% |
| Q1 2023 | $630,025 | +124.2% | 13,431 | +154.3% | 0.13% | +28.7% |
| Q1 2022 | $281,000 | -5.4% | 5,281 | +100.4% | 0.10% | +676.9% |
| Q4 2021 | $297,000 | +8.8% | 2,635 | +0.3% | 0.01% | -86.6% |
| Q3 2021 | $273,000 | 0.0% | 2,627 | +0.2% | 0.10% | -8.5% |
| Q2 2021 | $273,000 | +66.5% | 2,621 | +47.1% | 0.11% | +32.5% |
| Q1 2021 | $164,000 | 0.0% | 1,782 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $164,000 | +15.5% | 1,782 | +0.3% | 0.08% | -4.8% |
| Q3 2020 | $142,000 | +105.8% | 1,777 | +88.2% | 0.08% | +71.4% |
| Q2 2020 | $69,000 | +21.1% | 944 | +0.2% | 0.05% | -2.0% |
| Q1 2020 | $57,000 | -20.8% | 942 | +0.2% | 0.05% | -12.3% |
| Q4 2019 | $72,000 | -59.6% | 940 | -62.5% | 0.06% | -66.1% |
| Q3 2019 | $178,000 | +345.0% | 2,505 | +341.0% | 0.17% | +380.0% |
| Q2 2019 | $40,000 | +5.3% | 568 | 0.0% | 0.04% | +20.7% |
| Q1 2019 | $38,000 | +11.8% | 568 | 0.0% | 0.03% | +16.0% |
| Q4 2018 | $34,000 | – | 568 | – | 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% |