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 | $2,923 | -92.7% | 59 | -92.4% | 0.00% | -100.0% |
| Q2 2023 | $39,943 | +1569.2% | 773 | +1446.0% | 0.00% | – |
| Q1 2023 | $2,393 | -73.3% | 50 | -75.0% | 0.00% | -100.0% |
| Q4 2022 | $8,962 | +12.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -52.2% | 200 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $23,000 | +130.0% | 200 | +100.0% | 0.00% | +100.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -73.1% | 100 | -77.0% | 0.00% | -80.0% |
| Q1 2020 | $26,000 | -43.5% | 435 | -27.5% | 0.01% | -37.5% |
| Q4 2019 | $46,000 | +7.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $43,000 | -25.9% | 600 | -27.3% | 0.01% | -27.3% |
| Q2 2019 | $58,000 | +3.6% | 825 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | +51.4% | 825 | +32.0% | 0.01% | +37.5% |
| Q4 2018 | $37,000 | – | 625 | – | 0.01% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $42,000 | +7.7% | 615 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $39,000 | -2.5% | 615 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $40,000 | +8.1% | 615 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,000 | – | 615 | – | 0.01% | – |
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% |