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 | $849,494 | -5.8% | 17,041 | -2.3% | 0.03% | -3.3% |
| Q2 2023 | $901,338 | +1.6% | 17,434 | -6.0% | 0.03% | -3.2% |
| Q1 2023 | $887,330 | +6.4% | 18,544 | -0.3% | 0.03% | +3.3% |
| Q4 2022 | $833,780 | +2.8% | 18,607 | -3.7% | 0.03% | 0.0% |
| Q3 2022 | $811,000 | -52.6% | 19,323 | -50.1% | 0.03% | -3.2% |
| Q2 2022 | $1,712,000 | +65.1% | 38,746 | +99.6% | 0.03% | -6.1% |
| Q1 2022 | $1,037,000 | -5.5% | 19,416 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $1,097,000 | +11.1% | 9,708 | +2.1% | 0.03% | +3.1% |
| Q3 2021 | $987,000 | -0.4% | 9,506 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $991,000 | +7.8% | 9,506 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $919,000 | +6.0% | 9,506 | -0.2% | 0.03% | +6.2% |
| Q4 2020 | $867,000 | +13.6% | 9,526 | -0.6% | 0.03% | -3.0% |
| Q3 2020 | $763,000 | -9.1% | 9,582 | -16.1% | 0.03% | -10.8% |
| Q2 2020 | $839,000 | +21.6% | 11,425 | +0.0% | 0.04% | +12.1% |
| Q1 2020 | $690,000 | +158.4% | 11,424 | +201.5% | 0.03% | +450.0% |
| Q3 2018 | $267,000 | -1.5% | 3,789 | -7.7% | 0.01% | 0.0% |
| Q2 2018 | $271,000 | +3.8% | 4,106 | +0.4% | 0.01% | -14.3% |
| Q1 2018 | $261,000 | -1.9% | 4,091 | -0.9% | 0.01% | 0.0% |
| Q4 2017 | $266,000 | – | 4,129 | – | 0.01% | – |
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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% |