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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $508,000 | -14.5% | 11,490 | 0.0% | 0.04% | +428.6% |
| Q1 2022 | $594,000 | -13.7% | 11,490 | +88.7% | 0.01% | -84.4% |
| Q4 2021 | $688,000 | +9.2% | 6,090 | +0.3% | 0.04% | +4.7% |
| Q3 2021 | $630,000 | -6.5% | 6,071 | -6.1% | 0.04% | -8.5% |
| Q2 2021 | $674,000 | +8.7% | 6,466 | +0.8% | 0.05% | -2.1% |
| Q1 2021 | $620,000 | +10.1% | 6,416 | +3.6% | 0.05% | +4.3% |
| Q4 2020 | $563,000 | -2.6% | 6,193 | -14.6% | 0.05% | -13.2% |
| Q3 2020 | $578,000 | +7.4% | 7,256 | -0.9% | 0.05% | +8.2% |
| Q2 2020 | $538,000 | -29.5% | 7,324 | -42.0% | 0.05% | -60.8% |
| Q1 2020 | $763,000 | +17.6% | 12,632 | +49.5% | 0.12% | +20.2% |
| Q4 2019 | $649,000 | -10.0% | 8,448 | -16.8% | 0.10% | -2.8% |
| Q3 2019 | $721,000 | -3.0% | 10,156 | -3.6% | 0.11% | -2.7% |
| Q2 2019 | $743,000 | -5.2% | 10,530 | -8.6% | 0.11% | +3.8% |
| Q1 2019 | $784,000 | +7.4% | 11,521 | -5.5% | 0.11% | -4.5% |
| Q4 2018 | $730,000 | -9.7% | 12,186 | +6.2% | 0.11% | +44.2% |
| Q3 2018 | $808,000 | -0.2% | 11,477 | -6.5% | 0.08% | -33.6% |
| Q2 2018 | $810,000 | +15.9% | 12,281 | +12.1% | 0.12% | +18.4% |
| Q1 2018 | $699,000 | +16.3% | 10,951 | +17.6% | 0.10% | +2.1% |
| Q4 2017 | $601,000 | -9.4% | 9,311 | -14.5% | 0.10% | 0.0% |
| Q3 2017 | $663,000 | +3.3% | 10,888 | -0.8% | 0.10% | -2.0% |
| Q2 2017 | $642,000 | +45.2% | 10,977 | +41.8% | 0.10% | +44.1% |
| Q1 2017 | $442,000 | +4.7% | 7,741 | -0.7% | 0.07% | -1.4% |
| Q4 2016 | $422,000 | +4.2% | 7,795 | +0.6% | 0.07% | +13.1% |
| Q3 2016 | $405,000 | – | 7,749 | – | 0.06% | – |
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% |