SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661 | -3.2% | 13,258 | +0.3% | 0.05% | -12.1% |
| Q2 2023 | $683 | -12.8% | 13,213 | -19.3% | 0.06% | -21.6% |
| Q1 2023 | $783 | +8.3% | 16,374 | +1.5% | 0.07% | -10.8% |
| Q4 2022 | $723 | -99.7% | 16,130 | +258.6% | 0.08% | +232.0% |
| Q1 2022 | $240,000 | -9.8% | 4,498 | +91.4% | 0.02% | -13.8% |
| Q4 2021 | $266,000 | +9.0% | 2,350 | 0.0% | 0.03% | -19.4% |
| Q3 2021 | $244,000 | -13.8% | 2,350 | -13.4% | 0.04% | -14.3% |
| Q2 2021 | $283,000 | +7.6% | 2,715 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $263,000 | +24.6% | 2,715 | +17.0% | 0.04% | +31.2% |
| Q4 2020 | $211,000 | – | 2,320 | – | 0.03% | – |
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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% |