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 | $1,645,841 | +10.8% | 33,016 | +14.9% | 0.23% | +12.4% |
| Q2 2023 | $1,485,114 | +8.0% | 28,726 | +0.0% | 0.20% | +6.9% |
| Q1 2023 | $1,374,472 | +12.5% | 28,725 | +5.3% | 0.19% | +6.2% |
| Q4 2022 | $1,221,827 | +1.0% | 27,267 | -5.4% | 0.18% | -6.8% |
| Q3 2022 | $1,210,000 | -5.4% | 28,812 | -0.4% | 0.19% | -1.0% |
| Q2 2022 | $1,279,000 | -22.3% | 28,937 | -6.2% | 0.19% | -13.8% |
| Q1 2022 | $1,647,000 | -6.7% | 30,850 | +97.4% | 0.22% | -5.1% |
| Q4 2021 | $1,766,000 | +11.3% | 15,628 | +2.3% | 0.24% | 0.0% |
| Q3 2021 | $1,586,000 | -1.1% | 15,273 | -0.6% | 0.24% | -2.9% |
| Q2 2021 | $1,603,000 | +24.9% | 15,370 | +15.8% | 0.24% | +12.0% |
| Q1 2021 | $1,283,000 | +17.3% | 13,270 | +10.3% | 0.22% | +1.9% |
| Q4 2020 | $1,094,000 | +30.1% | 12,028 | +13.9% | 0.21% | +4.9% |
| Q3 2020 | $841,000 | +55.2% | 10,557 | +43.2% | 0.20% | +13.4% |
| Q2 2020 | $542,000 | +22.3% | 7,371 | +9.9% | 0.18% | +14.0% |
| Q1 2020 | $443,000 | +33.0% | 6,710 | +56.9% | 0.16% | +58.6% |
| Q4 2019 | $333,000 | +16.0% | 4,276 | +5.7% | 0.10% | -2.9% |
| Q3 2019 | $287,000 | +421.8% | 4,045 | +261.8% | 0.10% | +264.3% |
| Q4 2015 | $55,000 | – | 1,118 | – | 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% |