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 | $1,172,532 | +3.2% | 23,521 | +7.0% | 0.46% | +8.6% |
| Q2 2023 | $1,136,027 | +19.4% | 21,973 | +10.5% | 0.42% | +10.5% |
| Q1 2023 | $951,438 | +26.6% | 19,884 | +18.5% | 0.38% | +17.3% |
| Q4 2022 | $751,734 | +4.0% | 16,776 | -2.5% | 0.32% | -1.5% |
| Q3 2022 | $723,000 | -13.2% | 17,208 | -8.8% | 0.33% | -5.5% |
| Q2 2022 | $833,000 | -15.9% | 18,860 | +1.6% | 0.35% | +5.5% |
| Q1 2022 | $991,000 | -1.6% | 18,568 | +108.4% | 0.33% | +11.1% |
| Q4 2021 | $1,007,000 | +13.9% | 8,911 | +4.7% | 0.30% | +1.7% |
| Q3 2021 | $884,000 | +15.4% | 8,509 | +15.8% | 0.29% | +15.4% |
| Q2 2021 | $766,000 | +11.7% | 7,345 | +3.5% | 0.25% | +2.8% |
| Q1 2021 | $686,000 | +9.8% | 7,095 | +3.4% | 0.25% | +1.7% |
| Q4 2020 | $625,000 | +8.5% | 6,865 | -5.2% | 0.24% | +1.7% |
| Q3 2020 | $576,000 | +6.1% | 7,238 | -2.0% | 0.24% | -1.7% |
| Q2 2020 | $543,000 | +19.1% | 7,387 | -2.0% | 0.24% | -6.2% |
| Q1 2020 | $456,000 | – | 7,538 | – | 0.26% | – |
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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% |