SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,888 | +15.2% | 8,884 | +19.5% | 0.00% | 0.0% |
| Q2 2023 | $384,468 | -58.4% | 7,437 | -64.5% | 0.00% | -66.7% |
| Q2 2022 | $925,000 | -17.6% | 20,938 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,122,000 | -5.3% | 21,022 | +100.5% | 0.00% | 0.0% |
| Q4 2021 | $1,185,000 | +8.9% | 10,484 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,088,000 | +17.9% | 10,481 | +9.8% | 0.00% | 0.0% |
| Q1 2021 | $923,000 | +238.1% | 9,548 | +156.9% | 0.00% | +200.0% |
| Q2 2020 | $273,000 | – | 3,716 | – | 0.00% | – |
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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% |