SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,576,465 | -3.6% | 51,684 | -0.0% | 0.13% | -5.8% |
| Q2 2023 | $2,672,097 | -7.4% | 51,685 | -14.3% | 0.14% | -15.8% |
| Q1 2023 | $2,884,375 | +12.6% | 60,280 | +5.5% | 0.16% | +2.5% |
| Q4 2022 | $2,560,606 | +0.9% | 57,144 | -5.4% | 0.16% | -16.6% |
| Q3 2022 | $2,537,000 | +710.5% | 60,419 | +751.9% | 0.19% | +589.3% |
| Q2 2022 | $313,000 | -28.2% | 7,092 | -13.1% | 0.03% | -15.2% |
| Q1 2022 | $436,000 | -13.8% | 8,165 | +82.4% | 0.03% | -10.8% |
| Q4 2021 | $506,000 | +8.8% | 4,477 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $465,000 | -21.2% | 4,477 | -20.9% | 0.04% | +2.7% |
| Q2 2021 | $590,000 | +5.7% | 5,660 | -1.9% | 0.04% | -7.5% |
| Q1 2021 | $558,000 | +1.6% | 5,769 | -4.3% | 0.04% | -13.0% |
| Q4 2020 | $549,000 | +20.4% | 6,031 | +5.3% | 0.05% | 0.0% |
| Q3 2020 | $456,000 | +21.3% | 5,729 | +12.0% | 0.05% | -11.5% |
| Q2 2020 | $376,000 | -12.4% | 5,117 | -27.9% | 0.05% | -16.1% |
| Q1 2020 | $429,000 | -46.6% | 7,097 | -32.1% | 0.06% | -34.7% |
| Q4 2019 | $803,000 | – | 10,447 | – | 0.10% | – |
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% |