SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,391 | -3.9% | 2,455 | -0.3% | 0.01% | -7.7% |
| Q2 2023 | $127,314 | -14.0% | 2,463 | -20.4% | 0.01% | -23.5% |
| Q1 2023 | $148,046 | -95.2% | 3,094 | -95.5% | 0.02% | -95.3% |
| Q4 2022 | $3,077,209 | -8.5% | 68,672 | -14.3% | 0.36% | -16.3% |
| Q3 2022 | $3,364,000 | -7.7% | 80,126 | -2.8% | 0.44% | -1.1% |
| Q2 2022 | $3,644,000 | -9.8% | 82,459 | +9.0% | 0.44% | +0.2% |
| Q1 2022 | $4,041,000 | -0.2% | 75,682 | +111.2% | 0.44% | -8.3% |
| Q4 2021 | $4,050,000 | +8.0% | 35,841 | -0.8% | 0.48% | +1.3% |
| Q3 2021 | $3,751,000 | -55.9% | 36,117 | -55.8% | 0.47% | -55.7% |
| Q2 2021 | $8,512,000 | +10.3% | 81,634 | +2.3% | 1.07% | -1.8% |
| Q1 2021 | $7,717,000 | +10.5% | 79,798 | +4.0% | 1.09% | +5.1% |
| Q4 2020 | $6,984,000 | +29.9% | 76,751 | +13.7% | 1.04% | +2.5% |
| Q3 2020 | $5,377,000 | +7.8% | 67,515 | -0.5% | 1.01% | +0.2% |
| Q2 2020 | $4,986,000 | +29.6% | 67,868 | +6.6% | 1.01% | +7.6% |
| Q1 2020 | $3,848,000 | +3709.9% | 63,673 | +4723.7% | 0.94% | +3377.8% |
| Q4 2019 | $101,000 | +7.4% | 1,320 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $94,000 | 0.0% | 1,320 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $94,000 | +4.4% | 1,320 | 0.0% | 0.03% | -14.7% |
| Q1 2019 | $90,000 | +13.9% | 1,320 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $79,000 | – | 1,320 | – | 0.03% | – |
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% |