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 | $1,972,166 | -17.6% | 39,562 | -14.6% | 2.04% | -13.3% |
| Q2 2023 | $2,394,848 | +3.7% | 46,322 | -4.0% | 2.35% | -2.5% |
| Q1 2023 | $2,309,385 | -21.4% | 48,263 | -26.4% | 2.41% | +7.4% |
| Q4 2022 | $2,936,534 | +3.8% | 65,533 | -2.7% | 2.25% | -11.8% |
| Q3 2022 | $2,828,000 | -10.2% | 67,340 | -5.5% | 2.55% | -5.5% |
| Q2 2022 | $3,148,000 | -28.3% | 71,246 | -13.4% | 2.70% | -19.4% |
| Q1 2022 | $4,393,000 | -6.9% | 82,281 | +97.0% | 3.34% | +21.9% |
| Q4 2021 | $4,719,000 | +6.6% | 41,758 | -2.0% | 2.74% | -11.4% |
| Q3 2021 | $4,425,000 | -6.7% | 42,607 | -6.4% | 3.10% | -15.9% |
| Q2 2021 | $4,745,000 | +5.9% | 45,507 | -1.8% | 3.68% | -1.0% |
| Q1 2021 | $4,480,000 | +4877.8% | 46,320 | -12.3% | 3.72% | +15400.0% |
| Q4 2020 | $90,000 | -97.9% | 52,822 | -0.8% | 0.02% | -99.4% |
| Q3 2020 | $4,240,000 | +6.7% | 53,242 | -1.6% | 4.01% | +331.5% |
| Q2 2020 | $3,975,000 | – | 54,102 | – | 0.93% | – |
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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% |