SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,812,496 | -5.3% | 36,359 | -1.8% | 0.98% | -0.5% |
| Q2 2023 | $1,914,865 | +7.2% | 37,038 | -0.8% | 0.98% | -5.3% |
| Q1 2023 | $1,786,241 | +7.2% | 37,330 | +0.4% | 1.04% | +1.6% |
| Q4 2022 | $1,666,439 | +6.5% | 37,189 | -0.2% | 1.02% | -2.9% |
| Q3 2022 | $1,565,000 | -4.5% | 37,269 | +0.6% | 1.05% | -0.6% |
| Q2 2022 | $1,638,000 | -16.3% | 37,062 | +1.0% | 1.06% | +3.5% |
| Q1 2022 | $1,958,000 | -4.3% | 36,679 | +102.7% | 1.02% | +3.9% |
| Q4 2021 | $2,045,000 | +10.4% | 18,096 | +1.5% | 0.98% | -1.2% |
| Q3 2021 | $1,852,000 | +0.1% | 17,833 | +0.4% | 1.00% | -5.8% |
| Q2 2021 | $1,851,000 | +7.4% | 17,754 | -0.3% | 1.06% | -1.8% |
| Q1 2021 | $1,723,000 | +5.6% | 17,815 | -0.6% | 1.08% | +0.5% |
| Q4 2020 | $1,631,000 | +11.3% | 17,929 | -2.5% | 1.07% | -0.2% |
| Q3 2020 | $1,465,000 | +4.1% | 18,391 | -3.9% | 1.07% | -2.6% |
| Q2 2020 | $1,407,000 | +17.3% | 19,144 | -3.6% | 1.10% | +105.0% |
| Q1 2020 | $1,199,000 | -29.9% | 19,849 | -10.8% | 0.54% | -57.6% |
| Q4 2019 | $1,710,000 | +7.7% | 22,241 | -0.5% | 1.27% | -5.7% |
| Q3 2019 | $1,588,000 | -2.0% | 22,358 | -2.7% | 1.34% | -5.8% |
| Q2 2019 | $1,620,000 | -63.5% | 22,970 | -64.8% | 1.43% | -64.5% |
| Q1 2019 | $4,437,000 | +1.6% | 65,206 | -10.5% | 4.01% | -0.3% |
| Q4 2018 | $4,367,000 | -11.2% | 72,876 | +4.3% | 4.03% | -1.4% |
| Q3 2018 | $4,917,000 | +10.0% | 69,852 | +3.1% | 4.08% | -1.5% |
| Q2 2018 | $4,471,000 | -12.9% | 67,753 | -15.8% | 4.15% | -13.1% |
| Q1 2018 | $5,134,000 | +1.6% | 80,476 | +2.8% | 4.77% | +10.6% |
| Q4 2017 | $5,053,000 | +0.6% | 78,322 | -5.1% | 4.31% | -4.0% |
| Q3 2017 | $5,025,000 | +6.3% | 82,500 | +2.0% | 4.49% | +7.4% |
| Q2 2017 | $4,727,000 | +7.3% | 80,869 | +4.8% | 4.18% | +6.3% |
| Q1 2017 | $4,404,000 | +20.0% | 77,182 | +14.0% | 3.93% | +11.3% |
| Q4 2016 | $3,671,000 | – | 67,712 | – | 3.54% | – |
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% |