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 | $1,020,479 | -2.1% | 20,471 | +1.5% | 0.03% | -11.1% |
| Q2 2023 | $1,042,220 | +72.7% | 20,159 | +59.9% | 0.04% | +50.0% |
| Q1 2023 | $603,436 | +58.8% | 12,611 | +48.7% | 0.02% | +26.3% |
| Q4 2022 | $380,110 | +6.5% | 8,483 | -0.3% | 0.02% | -9.5% |
| Q3 2022 | $357,000 | -11.6% | 8,508 | -6.9% | 0.02% | -8.7% |
| Q2 2022 | $404,000 | -20.2% | 9,140 | -3.5% | 0.02% | -8.0% |
| Q1 2022 | $506,000 | -1.9% | 9,472 | +107.3% | 0.02% | 0.0% |
| Q4 2021 | $516,000 | +7.1% | 4,569 | -1.4% | 0.02% | -7.4% |
| Q3 2021 | $482,000 | -5.7% | 4,636 | -5.4% | 0.03% | -12.9% |
| Q2 2021 | $511,000 | +8.0% | 4,899 | +0.1% | 0.03% | -6.1% |
| Q1 2021 | $473,000 | +4.6% | 4,895 | -1.8% | 0.03% | 0.0% |
| Q4 2020 | $452,000 | -99.9% | 4,983 | -53.9% | 0.03% | -56.0% |
| Q3 2020 | $861,000,000 | – | 10,808 | – | 0.08% | – |
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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% |