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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,372 | -2.8% | 9,897 | +0.8% | 0.07% | +7.6% |
| Q2 2023 | $507,774 | +8.3% | 9,822 | +0.2% | 0.07% | -26.7% |
| Q1 2023 | $469,063 | -5.1% | 9,803 | -11.1% | 0.09% | -25.0% |
| Q4 2022 | $494,267 | +4.9% | 11,030 | -1.8% | 0.12% | +26.3% |
| Q3 2022 | $471,000 | -9.4% | 11,228 | -4.6% | 0.10% | +1.1% |
| Q2 2022 | $520,000 | -36.8% | 11,771 | -23.6% | 0.09% | -40.5% |
| Q1 2022 | $823,000 | -5.3% | 15,407 | +100.3% | 0.16% | +10.5% |
| Q4 2021 | $869,000 | -3.2% | 7,693 | -11.1% | 0.14% | -36.2% |
| Q3 2021 | $898,000 | -98.3% | 8,650 | -98.3% | 0.22% | -97.5% |
| Q2 2021 | $52,565,000 | +16.9% | 504,123 | -32.2% | 9.08% | -28.4% |
| Q1 2021 | $44,957,000 | -5.6% | 743,946 | +42.1% | 12.68% | +37.2% |
| Q4 2020 | $47,643,000 | +1864.7% | 523,607 | +1585.6% | 9.24% | +1218.0% |
| Q3 2020 | $2,425,000 | -95.5% | 31,064 | -95.7% | 0.70% | -96.2% |
| Q2 2020 | $53,403,000 | +18.8% | 726,870 | -2.3% | 18.64% | +47.0% |
| Q1 2020 | $44,957,000 | -23.9% | 743,946 | -3.1% | 12.68% | +12.4% |
| Q4 2019 | $59,053,000 | +4.5% | 768,114 | -3.5% | 11.28% | -1.5% |
| Q3 2019 | $56,529,000 | +2.4% | 795,953 | -0.4% | 11.46% | -8.9% |
| Q2 2019 | $55,206,000 | +4169.6% | 798,927 | +4079.4% | 12.58% | +3946.6% |
| Q1 2019 | $1,293,000 | +208.6% | 19,116 | +199.4% | 0.31% | +133.8% |
| Q4 2018 | $419,000 | -99.3% | 6,385 | -99.2% | 0.13% | -98.9% |
| Q3 2018 | $57,201,000 | +6.7% | 812,623 | +0.1% | 12.64% | +2.2% |
| Q2 2018 | $53,586,000 | +4.4% | 812,036 | +0.9% | 12.36% | -3.7% |
| Q1 2018 | $51,342,000 | -0.4% | 804,854 | +0.8% | 12.83% | -15.5% |
| Q4 2017 | $51,528,000 | +4.9% | 798,636 | -0.9% | 15.19% | -10.2% |
| Q3 2017 | $49,098,000 | +12.5% | 806,074 | +7.9% | 16.93% | +17.2% |
| Q2 2017 | $43,657,000 | +1.2% | 746,786 | -1.2% | 14.44% | -0.0% |
| Q1 2017 | $43,132,000 | +4.0% | 755,907 | -1.2% | 14.44% | +6.9% |
| Q4 2016 | $41,469,000 | – | 765,395 | – | 13.51% | – |
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% |