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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,401,000 | -10.3% | 48,371 | -21.5% | 2.56% | -16.4% |
| Q3 2020 | $4,905,000 | +4.6% | 61,594 | -3.5% | 3.06% | +3.6% |
| Q2 2020 | $4,690,000 | +39.0% | 63,831 | +14.3% | 2.96% | +23.3% |
| Q1 2020 | $3,374,000 | -21.7% | 55,835 | +0.5% | 2.40% | -19.3% |
| Q4 2019 | $4,310,000 | +6.1% | 55,583 | -2.9% | 2.97% | +1.5% |
| Q3 2019 | $4,064,000 | -5.0% | 57,229 | -5.7% | 2.93% | -10.1% |
| Q2 2019 | $4,280,000 | +2.7% | 60,687 | -0.9% | 3.26% | -3.8% |
| Q1 2019 | $4,167,000 | -14.7% | 61,234 | -24.9% | 3.38% | +5.0% |
| Q4 2018 | $4,885,000 | +20.4% | 81,511 | +41.4% | 3.22% | -12.4% |
| Q3 2018 | $4,057,000 | +9.5% | 57,650 | +2.7% | 3.68% | +2.5% |
| Q2 2018 | $3,704,000 | +5.7% | 56,140 | +2.2% | 3.59% | -0.8% |
| Q1 2018 | $3,505,000 | -10.0% | 54,956 | -9.0% | 3.62% | -11.4% |
| Q4 2017 | $3,895,000 | – | 60,368 | – | 4.08% | – |
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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% |