SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $479,000 | +136.0% | 10,833 | +184.9% | 0.06% | +182.6% |
Q1 2022 | $203,000 | -6.0% | 3,803 | +98.8% | 0.02% | +9.5% |
Q4 2021 | $216,000 | -48.9% | 1,913 | -52.9% | 0.02% | -53.3% |
Q2 2021 | $423,000 | +7.9% | 4,058 | 0.0% | 0.04% | -2.2% |
Q1 2021 | $392,000 | +5.9% | 4,058 | -0.2% | 0.05% | -6.1% |
Q4 2020 | $370,000 | +12.5% | 4,066 | -1.5% | 0.05% | +6.5% |
Q3 2020 | $329,000 | +8.9% | 4,126 | +0.5% | 0.05% | 0.0% |
Q2 2020 | $302,000 | +25.8% | 4,106 | +3.5% | 0.05% | 0.0% |
Q1 2020 | $240,000 | -19.2% | 3,968 | +2.8% | 0.05% | -6.1% |
Q4 2019 | $297,000 | +10.4% | 3,861 | +1.8% | 0.05% | 0.0% |
Q3 2019 | $269,000 | +0.4% | 3,791 | -0.3% | 0.05% | -3.9% |
Q2 2019 | $268,000 | +3.5% | 3,801 | 0.0% | 0.05% | +4.1% |
Q1 2019 | $259,000 | -3.7% | 3,801 | -0.4% | 0.05% | -3.9% |
Q3 2018 | $269,000 | +6.7% | 3,818 | 0.0% | 0.05% | +2.0% |
Q2 2018 | $252,000 | – | 3,818 | – | 0.05% | – |
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% |