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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $87,078 | +0.4% | 1,684 | -7.1% | 0.01% | 0.0% |
| Q1 2023 | $86,731 | +47.7% | 1,813 | +38.3% | 0.01% | +50.0% |
| Q4 2022 | $58,738 | +1.3% | 1,311 | -5.0% | 0.01% | -14.3% |
| Q3 2022 | $58,000 | +1.8% | 1,380 | +6.2% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | -8.1% | 1,300 | +11.2% | 0.01% | 0.0% |
| Q1 2022 | $62,000 | -6.1% | 1,169 | +99.8% | 0.01% | 0.0% |
| Q4 2021 | $66,000 | +17.9% | 585 | +8.9% | 0.01% | +16.7% |
| Q3 2021 | $56,000 | +75.0% | 537 | +74.9% | 0.01% | +50.0% |
| Q2 2021 | $32,000 | +28.0% | 307 | +19.9% | 0.00% | +33.3% |
| Q1 2021 | $25,000 | +66.7% | 256 | +56.1% | 0.00% | +50.0% |
| Q4 2020 | $15,000 | +15.4% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 164 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +71.4% | 164 | +47.7% | 0.00% | +100.0% |
| Q1 2020 | $7,000 | -98.9% | 111 | -99.0% | 0.00% | -99.5% |
| Q4 2016 | $618,000 | – | 11,401 | – | 0.21% | – |
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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% |