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 | $2,449,058 | -4.6% | 49,128 | -1.1% | 0.03% | -6.9% |
Q2 2023 | $2,568,173 | +16.3% | 49,674 | +7.7% | 0.03% | +3.6% |
Q1 2023 | $2,207,402 | +300.1% | 46,131 | +34.5% | 0.03% | +86.7% |
Q4 2022 | $551,661 | -54.2% | 34,291 | +19.5% | 0.02% | -25.0% |
Q3 2022 | $1,205,000 | -23.8% | 28,692 | -19.8% | 0.02% | -23.1% |
Q2 2022 | $1,582,000 | -21.3% | 35,788 | -4.9% | 0.03% | -18.8% |
Q1 2022 | $2,009,000 | -21.3% | 37,634 | +66.6% | 0.03% | -15.8% |
Q4 2021 | $2,553,000 | -0.2% | 22,586 | -8.3% | 0.04% | -39.7% |
Q3 2021 | $2,559,000 | +74.8% | 24,640 | +75.5% | 0.06% | +61.5% |
Q2 2021 | $1,464,000 | +95.2% | 14,041 | +81.0% | 0.04% | +77.3% |
Q1 2021 | $750,000 | +26.5% | 7,756 | +19.1% | 0.02% | +15.8% |
Q4 2020 | $593,000 | +19.1% | 6,514 | +4.2% | 0.02% | +11.8% |
Q3 2020 | $498,000 | +4.6% | 6,252 | -3.6% | 0.02% | -10.5% |
Q2 2020 | $476,000 | +30.1% | 6,485 | +6.9% | 0.02% | +5.6% |
Q1 2020 | $366,000 | -7.3% | 6,064 | +17.7% | 0.02% | +12.5% |
Q4 2019 | $395,000 | +51.3% | 5,150 | +40.4% | 0.02% | +33.3% |
Q3 2019 | $261,000 | -97.8% | 3,668 | +1672.0% | 0.01% | +500.0% |
Q2 2017 | $12,124,000 | – | 207 | – | 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% |