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 | $3,081,976 | -5.1% | 61,825 | -1.6% | 0.40% | -1.2% |
| Q2 2023 | $3,248,053 | +8.0% | 62,825 | 0.0% | 0.40% | +1.8% |
| Q1 2023 | $3,006,176 | +6.6% | 62,825 | -0.2% | 0.40% | +0.5% |
| Q4 2022 | $2,821,014 | +7.8% | 62,955 | +1.0% | 0.40% | -6.8% |
| Q3 2022 | $2,618,000 | -2.0% | 62,355 | +3.1% | 0.42% | +2.2% |
| Q2 2022 | $2,672,000 | -12.2% | 60,455 | +6.0% | 0.42% | -2.3% |
| Q1 2022 | $3,044,000 | -5.7% | 57,010 | +99.6% | 0.43% | -6.8% |
| Q4 2021 | $3,228,000 | +8.8% | 28,560 | 0.0% | 0.46% | -1.1% |
| Q3 2021 | $2,966,000 | -0.4% | 28,560 | 0.0% | 0.46% | -1.1% |
| Q2 2021 | $2,978,000 | +7.8% | 28,560 | 0.0% | 0.47% | +4.0% |
| Q1 2021 | $2,762,000 | +6.3% | 28,560 | 0.0% | 0.45% | -3.2% |
| Q4 2020 | $2,599,000 | +14.2% | 28,560 | 0.0% | 0.46% | +8.2% |
| Q3 2020 | $2,275,000 | +8.4% | 28,560 | 0.0% | 0.43% | +0.7% |
| Q2 2020 | $2,098,000 | – | 28,560 | – | 0.43% | – |
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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% |