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 | $2,919,119 | -3.4% | 58,558 | +0.1% | 0.50% | -34.8% |
| Q2 2023 | $3,023,396 | +12.4% | 58,480 | +4.0% | 0.77% | +13.1% |
| Q1 2023 | $2,690,806 | +2.6% | 56,234 | -3.9% | 0.68% | +0.7% |
| Q4 2022 | $2,623,277 | +9.6% | 58,542 | +2.7% | 0.67% | +1.7% |
| Q3 2022 | $2,393,000 | -4.4% | 56,997 | +0.7% | 0.66% | -8.6% |
| Q2 2022 | $2,502,000 | -16.4% | 56,623 | +1.0% | 0.72% | -21.8% |
| Q1 2022 | $2,994,000 | +6.9% | 56,079 | +126.4% | 0.93% | +2.9% |
| Q4 2021 | $2,800,000 | +31.1% | 24,774 | +20.5% | 0.90% | +17.5% |
| Q3 2021 | $2,135,000 | +15.3% | 20,555 | +15.7% | 0.77% | +6.7% |
| Q2 2021 | $1,852,000 | +14.9% | 17,765 | +6.5% | 0.72% | +8.4% |
| Q1 2021 | $1,612,000 | +6.8% | 16,673 | +0.4% | 0.66% | +13.5% |
| Q4 2020 | $1,510,000 | +38.4% | 16,600 | +21.2% | 0.58% | -15.7% |
| Q3 2020 | $1,091,000 | +8.9% | 13,697 | +0.4% | 0.69% | -22.5% |
| Q2 2020 | $1,002,000 | +6.6% | 13,645 | -12.3% | 0.89% | +5.5% |
| Q1 2020 | $940,000 | – | 15,558 | – | 0.85% | – |
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% |