SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91 | +56.9% | 1,827 | +61.8% | 0.00% | – |
| Q2 2023 | $58 | +45.0% | 1,129 | +36.5% | 0.00% | – |
| Q1 2023 | $40 | -79.1% | 827 | -80.6% | 0.00% | – |
| Q4 2022 | $191 | -99.9% | 4,264 | 0.0% | 0.00% | – |
| Q3 2022 | $179,000 | +12.6% | 4,264 | +18.7% | 0.00% | – |
| Q2 2022 | $159,000 | -17.2% | 3,592 | 0.0% | 0.00% | – |
| Q1 2022 | $192,000 | -5.4% | 3,592 | +100.0% | 0.00% | – |
| Q4 2021 | $203,000 | +3960.0% | 1,796 | +3804.3% | 0.00% | – |
| Q3 2021 | $5,000 | -100.0% | 46 | -100.0% | 0.00% | -100.0% |
| Q1 2015 | $56,487,000 | -20.1% | 1,119,000 | -21.1% | 0.29% | -24.9% |
| Q4 2014 | $70,695,000 | – | 1,419,000 | – | 0.38% | – |
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% |