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 | $1,712,996 | +34.4% | 34,363 | +39.4% | 0.04% | +65.2% |
| Q2 2023 | $1,274,647 | +0.5% | 24,655 | -7.0% | 0.02% | +27.8% |
| Q1 2023 | $1,268,915 | +17.2% | 26,519 | +9.8% | 0.02% | +20.0% |
| Q4 2022 | $1,082,296 | +1252.9% | 24,153 | +1495.3% | 0.02% | +1400.0% |
| Q1 2022 | $80,000 | -5.9% | 1,514 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $85,000 | +54.5% | 757 | +41.2% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 536 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | -79.2% | 536 | -80.4% | 0.00% | -75.0% |
| Q1 2021 | $264,000 | -75.1% | 2,736 | -76.6% | 0.00% | -75.0% |
| Q4 2020 | $1,062,000 | +16.4% | 11,670 | +1.9% | 0.02% | +6.7% |
| Q3 2020 | $912,000 | +37.1% | 11,450 | +26.5% | 0.02% | +25.0% |
| Q2 2020 | $665,000 | +21.6% | 9,054 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $547,000 | -21.4% | 9,054 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $696,000 | – | 9,054 | – | 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% |