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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $384,000 | -31.9% | 6,362 | -13.3% | 0.14% | -3.4% |
| Q4 2019 | $564,000 | +8.3% | 7,342 | 0.0% | 0.15% | -18.0% |
| Q3 2019 | $521,000 | +0.6% | 7,342 | 0.0% | 0.18% | +16.3% |
| Q2 2019 | $518,000 | +3.6% | 7,342 | 0.0% | 0.15% | -12.6% |
| Q1 2019 | $500,000 | +12.9% | 7,342 | -0.6% | 0.18% | 0.0% |
| Q4 2018 | $443,000 | -14.8% | 7,388 | 0.0% | 0.18% | -11.6% |
| Q3 2018 | $520,000 | +6.6% | 7,388 | 0.0% | 0.20% | +1.0% |
| Q2 2018 | $488,000 | +3.6% | 7,388 | 0.0% | 0.20% | +14.6% |
| Q1 2018 | $471,000 | -1.9% | 7,388 | 0.0% | 0.17% | +11.8% |
| Q4 2017 | $480,000 | – | 7,388 | – | 0.15% | – |
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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% |