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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,965 | -3.6% | 1,042 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $53,888 | +79.5% | 1,042 | +66.2% | 0.01% | +75.0% |
| Q1 2023 | $30,013 | +6.8% | 627 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,102 | +8.1% | 627 | -0.6% | 0.01% | -11.1% |
| Q3 2022 | $26,000 | -7.1% | 631 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -17.6% | 631 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | -5.6% | 631 | +99.7% | 0.01% | 0.0% |
| Q4 2021 | $36,000 | +16.1% | 316 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +24.0% | 316 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +31.6% | 315 | +18.9% | 0.01% | +28.6% |
| Q3 2019 | $19,000 | +26.7% | 265 | +6.0% | 0.01% | +16.7% |
| Q3 2017 | $15,000 | 0.0% | 250 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $15,000 | -96.4% | 250 | -97.0% | 0.01% | -97.3% |
| Q2 2015 | $417,000 | -0.5% | 8,293 | 0.0% | 0.26% | -0.8% |
| Q1 2015 | $419,000 | – | 8,293 | – | 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% |