SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $630,000 | -24.4% | 14,250 | -8.7% | 0.12% | -10.2% |
| Q1 2022 | $833,000 | -9.9% | 15,608 | +90.7% | 0.14% | -3.5% |
| Q4 2021 | $925,000 | +9.1% | 8,186 | +0.3% | 0.14% | +29.1% |
| Q3 2021 | $848,000 | +10.4% | 8,165 | +10.9% | 0.11% | -10.6% |
| Q2 2021 | $768,000 | +38.4% | 7,362 | +28.4% | 0.12% | +24.2% |
| Q1 2021 | $555,000 | +5.9% | 5,735 | -0.4% | 0.10% | -1.0% |
| Q4 2020 | $524,000 | +13.2% | 5,756 | -1.0% | 0.10% | +4.2% |
| Q3 2020 | $463,000 | +8.9% | 5,812 | +0.4% | 0.10% | +4.3% |
| Q2 2020 | $425,000 | +2.7% | 5,787 | -15.5% | 0.09% | -11.5% |
| Q1 2020 | $414,000 | -26.3% | 6,848 | -6.2% | 0.10% | -14.8% |
| Q4 2019 | $562,000 | -5.1% | 7,301 | -12.4% | 0.12% | -9.6% |
| Q3 2019 | $592,000 | +0.5% | 8,339 | -0.0% | 0.14% | +5.5% |
| Q2 2019 | $589,000 | +1.6% | 8,341 | -2.1% | 0.13% | +0.8% |
| Q1 2019 | $580,000 | – | 8,521 | – | 0.13% | – |
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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% |