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 | $28,830 | -3.2% | 578 | +0.3% | 0.02% | +9.1% |
| Q2 2023 | $29,788 | +8.4% | 576 | +0.3% | 0.02% | +4.8% |
| Q1 2023 | $27,468 | +7.2% | 574 | +0.3% | 0.02% | +10.5% |
| Q4 2022 | $25,624 | +6.8% | 572 | +0.5% | 0.02% | -5.0% |
| Q3 2022 | $24,000 | -4.0% | 569 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 567 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 565 | +101.1% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 281 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $29,000 | 0.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 280 | +0.4% | 0.02% | -4.5% |
| Q1 2021 | $27,000 | +8.0% | 279 | +0.4% | 0.02% | +4.8% |
| Q4 2020 | $25,000 | +13.6% | 278 | +0.4% | 0.02% | +5.0% |
| Q3 2020 | $22,000 | +10.0% | 277 | +0.7% | 0.02% | -9.1% |
| Q2 2020 | $20,000 | +25.0% | 275 | +0.4% | 0.02% | +15.8% |
| Q1 2020 | $16,000 | -20.0% | 274 | +0.7% | 0.02% | -9.5% |
| Q4 2019 | $20,000 | – | 272 | – | 0.02% | – |
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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% |