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 | $477,713 | -3.6% | 9,583 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $495,441 | +8.0% | 9,583 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $458,547 | -17.5% | 9,583 | -22.7% | 0.01% | -16.7% |
| Q4 2022 | $555,626 | -40.9% | 12,400 | -44.6% | 0.01% | -45.5% |
| Q3 2022 | $940,000 | +10344.4% | 22,397 | +12625.6% | 0.01% | – |
| Q1 2022 | $9,000 | +28.6% | 176 | +198.3% | 0.00% | – |
| Q4 2021 | $7,000 | -63.2% | 59 | -68.3% | 0.00% | – |
| Q2 2021 | $19,000 | +5.6% | 186 | 0.0% | 0.00% | – |
| Q1 2021 | $18,000 | -66.0% | 186 | -68.3% | 0.00% | -100.0% |
| Q4 2020 | $53,000 | +253.3% | 587 | +215.6% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 186 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | -80.6% | 186 | -80.2% | 0.00% | -100.0% |
| Q4 2019 | $72,000 | -69.0% | 939 | -71.2% | 0.00% | -75.0% |
| Q3 2019 | $232,000 | +231.4% | 3,261 | +178.7% | 0.00% | +300.0% |
| Q4 2018 | $70,000 | +268.4% | 1,170 | +290.0% | 0.00% | – |
| Q4 2017 | $19,000 | – | 300 | – | 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% |