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 | $209 | -3.2% | 4,187 | 0.0% | 0.18% | +7.3% |
Q2 2023 | $216 | +6.9% | 4,187 | -0.9% | 0.16% | -5.7% |
Q1 2023 | $202 | -6.5% | 4,223 | -12.2% | 0.18% | -19.0% |
Q4 2022 | $216 | -99.9% | 4,812 | -4.2% | 0.22% | +2.9% |
Q3 2022 | $211,000 | -5.0% | 5,021 | +0.2% | 0.21% | -1.9% |
Q2 2022 | $222,000 | -16.5% | 5,013 | +0.5% | 0.21% | +8.1% |
Q1 2022 | $266,000 | -75.5% | 4,986 | -72.2% | 0.20% | -83.5% |
Q1 2020 | $1,085,000 | -22.5% | 17,949 | -1.4% | 1.20% | -12.3% |
Q4 2019 | $1,400,000 | – | 18,211 | – | 1.37% | – |
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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% |