SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $288,000 | -28.0% | 2,552 | -33.7% | 0.06% | -56.4% |
| Q3 2021 | $400,000 | +7.5% | 3,850 | +7.8% | 0.13% | +9.9% |
| Q2 2021 | $372,000 | +22.4% | 3,571 | +13.5% | 0.12% | +9.0% |
| Q1 2021 | $304,000 | +6.3% | 3,146 | +0.2% | 0.11% | -0.9% |
| Q4 2020 | $286,000 | +14.4% | 3,141 | +0.2% | 0.11% | -1.8% |
| Q3 2020 | $250,000 | +1.6% | 3,134 | -6.3% | 0.11% | -6.6% |
| Q2 2020 | $246,000 | +21.8% | 3,344 | +0.2% | 0.12% | +4.3% |
| Q1 2020 | $202,000 | +124.4% | 3,337 | +160.7% | 0.12% | +265.6% |
| Q2 2019 | $90,000 | – | 1,280 | – | 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% |