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 | $18,483,382 | -2.6% | 370,780 | +1.1% | 3.95% | +2.7% |
| Q2 2023 | $18,967,642 | +15.4% | 366,879 | +0.0% | 3.84% | +13.7% |
| Q1 2023 | $16,439,578 | 0.0% | 366,873 | 0.0% | 3.38% | 0.0% |
| Q4 2022 | $16,439,578 | +6.7% | 366,873 | +0.0% | 3.38% | -7.7% |
| Q3 2022 | $15,405,000 | -1.4% | 366,872 | +3.8% | 3.66% | +2.9% |
| Q2 2022 | $15,626,000 | -14.0% | 353,611 | +3.9% | 3.56% | -10.7% |
| Q1 2022 | $18,166,000 | +31.6% | 340,260 | +178.6% | 3.99% | +32.0% |
| Q4 2021 | $13,802,000 | +8.8% | 122,130 | -0.0% | 3.02% | +6.2% |
| Q3 2021 | $12,686,000 | -0.4% | 122,144 | 0.0% | 2.85% | -2.9% |
| Q2 2021 | $12,736,000 | +7.8% | 122,144 | 0.0% | 2.93% | -8.3% |
| Q1 2021 | $11,813,000 | – | 122,144 | – | 3.20% | – |
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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% |