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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $737 | -3.5% | 14,784 | 0.0% | 0.11% | -0.9% |
Q2 2023 | $764 | +8.1% | 14,784 | 0.0% | 0.11% | -1.7% |
Q1 2023 | $707 | +6.8% | 14,784 | 0.0% | 0.12% | +0.9% |
Q4 2022 | $662 | -99.9% | 14,784 | +0.9% | 0.12% | -4.2% |
Q3 2022 | $615,000 | +79.8% | 14,651 | +89.4% | 0.12% | +87.5% |
Q2 2022 | $342,000 | -15.3% | 7,735 | +2.3% | 0.06% | -4.5% |
Q1 2022 | $404,000 | -5.4% | 7,558 | +100.0% | 0.07% | -2.9% |
Q4 2021 | $427,000 | +8.9% | 3,779 | 0.0% | 0.07% | -1.4% |
Q3 2021 | $392,000 | -0.5% | 3,779 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $394,000 | +7.9% | 3,779 | 0.0% | 0.07% | +6.0% |
Q1 2021 | $365,000 | +6.1% | 3,779 | 0.0% | 0.07% | -11.8% |
Q4 2020 | $344,000 | +18.6% | 3,779 | +3.9% | 0.08% | +5.6% |
Q3 2020 | $290,000 | +8.6% | 3,638 | 0.0% | 0.07% | +2.9% |
Q2 2020 | $267,000 | +21.4% | 3,638 | 0.0% | 0.07% | +1.4% |
Q1 2020 | $220,000 | +2650.0% | 3,638 | +2188.1% | 0.07% | +1625.0% |
Q1 2015 | $8,000 | – | 159 | – | 0.00% | – |
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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% |