SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 589 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,111 | -3.6% | 14,927 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $771,519 | +6.6% | 14,923 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $723,636 | +8.2% | 15,123 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $668,700 | +26.6% | 14,923 | +18.6% | 0.00% | 0.0% |
| Q3 2022 | $528,000 | +205.2% | 12,584 | +221.6% | 0.00% | +200.0% |
| Q2 2022 | $173,000 | -17.2% | 3,913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $209,000 | -9.1% | 3,913 | +92.7% | 0.00% | 0.0% |
| Q4 2021 | $230,000 | -3.8% | 2,031 | -11.6% | 0.00% | 0.0% |
| Q3 2021 | $239,000 | -0.4% | 2,297 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $240,000 | -9.1% | 2,297 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $264,000 | -1.5% | 2,726 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $268,000 | +23.5% | 2,946 | +8.1% | 0.00% | 0.0% |
| Q3 2020 | $217,000 | +8.5% | 2,726 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $200,000 | +203.0% | 2,726 | +149.9% | 0.00% | – |
| Q1 2020 | $66,000 | +29.4% | 1,091 | +64.8% | 0.00% | – |
| Q4 2019 | $51,000 | +8.5% | 662 | 0.0% | 0.00% | – |
| Q3 2019 | $47,000 | +327.3% | 662 | +344.3% | 0.00% | – |
| Q2 2019 | $11,000 | +10.0% | 149 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | +11.1% | 149 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 149 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | -89.4% | 149 | -91.7% | 0.00% | -100.0% |
| Q3 2016 | $94,000 | +3.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $91,000 | +2.2% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $89,000 | +1.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $88,000 | +6.0% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $83,000 | -7.8% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $90,000 | -1.1% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $91,000 | – | 1,800 | – | 0.00% | – |
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% |