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 | $212,000 | -7.0% | 5,049 | -2.2% | 0.02% | -3.8% |
| Q2 2022 | $228,000 | -14.3% | 5,165 | +3.5% | 0.03% | 0.0% |
| Q1 2022 | $266,000 | -1.1% | 4,991 | +109.4% | 0.03% | +4.0% |
| Q4 2021 | $269,000 | +20.6% | 2,383 | +11.3% | 0.02% | +4.2% |
| Q3 2021 | $223,000 | 0.0% | 2,142 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $223,000 | +159.3% | 2,142 | +98.0% | 0.02% | +100.0% |
| Q3 2020 | $86,000 | +8.9% | 1,082 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $79,000 | +33.9% | 1,082 | +10.4% | 0.01% | 0.0% |
| Q1 2020 | $59,000 | -13.2% | 980 | +11.1% | 0.01% | 0.0% |
| Q4 2019 | $68,000 | +209.1% | 882 | +182.7% | 0.01% | +200.0% |
| Q3 2019 | $22,000 | 0.0% | 312 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $22,000 | +4.8% | 312 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $21,000 | -69.1% | 312 | -72.8% | 0.00% | -76.5% |
| Q4 2018 | $68,000 | -16.0% | 1,147 | 0.0% | 0.02% | +13.3% |
| Q3 2018 | $81,000 | +8.0% | 1,147 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $75,000 | – | 1,147 | – | 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% |