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 2022 | $64,000 | +8.5% | 1,531 | +15.3% | 0.01% | +33.3% |
| Q2 2022 | $59,000 | -16.9% | 1,328 | +0.2% | 0.01% | -25.0% |
| Q1 2022 | $71,000 | -5.3% | 1,325 | +98.7% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +47.1% | 667 | +35.8% | 0.01% | +33.3% |
| Q3 2021 | $51,000 | -7.3% | 491 | -6.8% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | 0.0% | 527 | -8.2% | 0.01% | -25.0% |
| Q1 2021 | $55,000 | +14.6% | 574 | +9.1% | 0.01% | -11.1% |
| Q4 2020 | $48,000 | +14.3% | 526 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $42,000 | -28.8% | 525 | -29.1% | 0.01% | -30.8% |
| Q2 2020 | $59,000 | +20.4% | 740 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -49.0% | 739 | -38.4% | 0.01% | -43.5% |
| Q4 2019 | $96,000 | – | 1,200 | – | 0.02% | – |
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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% |