SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,375,000 | +33.8% | 119,407 | +183.3% | 0.00% | +50.0% |
| Q4 2021 | $4,764,000 | +638.6% | 42,156 | +579.2% | 0.00% | – |
| Q3 2021 | $645,000 | +5.0% | 6,207 | +5.5% | 0.00% | – |
| Q2 2021 | $614,000 | -0.2% | 5,884 | -7.4% | 0.00% | – |
| Q1 2021 | $615,000 | -26.8% | 6,355 | -31.2% | 0.00% | -100.0% |
| Q4 2020 | $840,000 | +63.7% | 9,232 | +38.5% | 0.00% | – |
| Q4 2019 | $513,000 | -42.4% | 6,668 | -46.9% | 0.00% | -100.0% |
| Q3 2019 | $891,000 | +156.8% | 12,547 | +155.1% | 0.00% | – |
| Q2 2019 | $347,000 | -99.3% | 4,919 | -99.4% | 0.00% | -100.0% |
| Q4 2018 | $48,728,000 | +22355.3% | 813,074 | +23764.8% | 0.05% | – |
| Q1 2018 | $217,000 | -94.7% | 3,407 | -94.7% | 0.00% | -100.0% |
| Q4 2017 | $4,125,000 | -27.1% | 63,926 | -38.8% | 0.00% | -50.0% |
| Q4 2016 | $5,660,000 | – | 104,459 | – | 0.01% | – |
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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% |