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 | $33,314 | +1.4% | 668 | +5.2% | 0.00% | 0.0% |
Q2 2023 | $32,869 | +8.0% | 635 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $30,421 | +6.8% | 635 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $28,489 | +9.6% | 635 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $26,000 | -7.1% | 635 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $28,000 | -20.0% | 635 | +100.3% | 0.00% | 0.0% |
Q4 2021 | $35,000 | +6.1% | 317 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $33,000 | 0.0% | 317 | 0.0% | 0.00% | -50.0% |
Q2 2021 | $33,000 | +10.0% | 317 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $30,000 | +7.1% | 317 | +0.3% | 0.00% | 0.0% |
Q4 2020 | $28,000 | +12.0% | 316 | +0.3% | 0.00% | 0.0% |
Q3 2020 | $25,000 | +8.7% | 315 | +0.6% | 0.00% | 0.0% |
Q2 2020 | $23,000 | 0.0% | 313 | -19.3% | 0.00% | 0.0% |
Q1 2020 | $23,000 | +27.8% | 388 | +58.4% | 0.00% | +100.0% |
Q4 2019 | $18,000 | +5.9% | 245 | +0.4% | 0.00% | 0.0% |
Q3 2019 | $17,000 | – | 244 | – | 0.00% | – |
Q2 2017 | $0 | – | 0 | – | 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% |