SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186 | -3.6% | 3,740 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $193 | -6.3% | 3,740 | -13.1% | 0.02% | -9.1% |
| Q1 2023 | $206 | -35.8% | 4,305 | -39.9% | 0.02% | -40.5% |
| Q4 2022 | $321 | -99.9% | 7,160 | -8.3% | 0.04% | -7.5% |
| Q3 2022 | $328,000 | -3.8% | 7,804 | +1.0% | 0.04% | -2.4% |
| Q2 2022 | $341,000 | -12.8% | 7,723 | +5.5% | 0.04% | +2.5% |
| Q1 2022 | $391,000 | +3.4% | 7,320 | +118.6% | 0.04% | +5.3% |
| Q4 2021 | $378,000 | +14.9% | 3,348 | +5.6% | 0.04% | +8.6% |
| Q3 2021 | $329,000 | +13.4% | 3,170 | +13.9% | 0.04% | +12.9% |
| Q2 2021 | $290,000 | +18.9% | 2,782 | +10.5% | 0.03% | +14.8% |
| Q1 2021 | $244,000 | +6.1% | 2,518 | -0.5% | 0.03% | -6.9% |
| Q4 2020 | $230,000 | +21.1% | 2,530 | +6.3% | 0.03% | +7.4% |
| Q3 2020 | $190,000 | +12.4% | 2,380 | +3.6% | 0.03% | 0.0% |
| Q2 2020 | $169,000 | +39.7% | 2,298 | +14.9% | 0.03% | +22.7% |
| Q1 2020 | $121,000 | +39.1% | 2,000 | +77.1% | 0.02% | +83.3% |
| Q4 2019 | $87,000 | +16.0% | 1,129 | +7.5% | 0.01% | +20.0% |
| Q3 2019 | $75,000 | +10.3% | 1,050 | +9.1% | 0.01% | 0.0% |
| Q2 2019 | $68,000 | +36.0% | 962 | +32.1% | 0.01% | +42.9% |
| Q1 2019 | $50,000 | +42.9% | 728 | +23.6% | 0.01% | +40.0% |
| Q4 2018 | $35,000 | – | 589 | – | 0.01% | – |
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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% |