SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119 | +11800.0% | 6,100 | +24.5% | 0.01% | – |
| Q2 2023 | $1 | -75.0% | 4,900 | +6.5% | 0.00% | – |
| Q1 2023 | $4 | -95.2% | 4,600 | -18.8% | 0.00% | -100.0% |
| Q4 2022 | $83 | – | 5,662 | +102.2% | 0.01% | – |
| Q3 2022 | $0 | -100.0% | 2,800 | -57.3% | 0.00% | -100.0% |
| Q2 2022 | $26,000 | +271.4% | 6,560 | -43.4% | 0.00% | – |
| Q1 2022 | $7,000 | +75.0% | 11,600 | +197.4% | 0.00% | – |
| Q4 2021 | $4,000 | +300.0% | 3,900 | +254.5% | 0.00% | – |
| Q3 2021 | $1,000 | – | 1,100 | -47.6% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 2,100 | +23.5% | 0.00% | -100.0% |
| Q1 2021 | $41,000 | +1266.7% | 1,700 | +88.9% | 0.00% | – |
| Q4 2020 | $3,000 | -75.0% | 900 | -82.0% | 0.00% | -100.0% |
| Q3 2020 | $12,000 | -20.0% | 5,000 | -30.6% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +200.0% | 7,200 | +380.0% | 0.00% | – |
| Q1 2020 | $5,000 | +150.0% | 1,500 | +50.0% | 0.00% | – |
| Q4 2019 | $2,000 | – | 1,000 | -9.1% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1,100 | -77.1% | 0.00% | -100.0% |
| Q2 2019 | $46,000 | -20.7% | 4,799 | -72.4% | 0.00% | -20.0% |
| Q1 2019 | $58,000 | +314.3% | 17,399 | +1059.9% | 0.01% | +400.0% |
| Q4 2018 | $14,000 | – | 1,500 | +25.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1,200 | +7900.0% | 0.00% | – |
| Q2 2017 | $0 | – | 15 | -87.0% | 0.00% | – |
| Q1 2017 | $0 | -100.0% | 115 | -98.8% | 0.00% | – |
| Q4 2016 | $9,000 | +80.0% | 9,214 | +124.7% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 4,100 | -30.5% | 0.00% | – |
| Q2 2016 | $5,000 | +400.0% | 5,900 | -23.4% | 0.00% | – |
| Q1 2016 | $1,000 | -87.5% | 7,700 | -55.0% | 0.00% | – |
| Q4 2015 | $8,000 | – | 17,100 | – | 0.00% | – |
Download | ||||||
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% |