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 | $311,753 | -3.9% | 6,253 | -0.3% | 0.17% | +1.2% |
| Q2 2023 | $324,305 | +7.9% | 6,272 | -0.1% | 0.16% | +0.6% |
| Q1 2023 | $300,490 | +3.9% | 6,279 | -2.7% | 0.16% | -3.5% |
| Q4 2022 | $289,330 | +6.4% | 6,456 | -0.1% | 0.17% | -3.4% |
| Q3 2022 | $272,000 | -5.2% | 6,465 | -0.3% | 0.18% | +15.0% |
| Q2 2022 | $287,000 | -18.0% | 6,483 | -1.1% | 0.15% | -5.6% |
| Q1 2022 | $350,000 | -5.4% | 6,556 | +100.2% | 0.16% | +3.8% |
| Q4 2021 | $370,000 | +8.5% | 3,275 | -0.1% | 0.16% | -3.7% |
| Q3 2021 | $341,000 | -0.3% | 3,278 | -0.1% | 0.16% | +1.2% |
| Q2 2021 | $342,000 | +4.0% | 3,280 | -3.6% | 0.16% | -2.4% |
| Q1 2021 | $329,000 | +6.1% | 3,401 | -0.3% | 0.16% | -0.6% |
| Q4 2020 | $310,000 | – | 3,410 | – | 0.16% | – |
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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% |