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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475 | -3.3% | 9,525 | +0.2% | 0.08% | 0.0% |
| Q2 2023 | $491 | +8.1% | 9,505 | +0.2% | 0.08% | -1.3% |
| Q1 2023 | $454 | -99.9% | 9,486 | +12.0% | 0.08% | +13.2% |
| Q4 2022 | $379,369 | +6.9% | 8,466 | +0.3% | 0.07% | +1.5% |
| Q3 2022 | $355,000 | -4.6% | 8,443 | +0.3% | 0.07% | +8.1% |
| Q2 2022 | $372,000 | -10.6% | 8,421 | +7.9% | 0.06% | +6.9% |
| Q1 2022 | $416,000 | +2.2% | 7,801 | +116.5% | 0.06% | +5.5% |
| Q4 2021 | $407,000 | +8.8% | 3,604 | +0.1% | 0.06% | -1.8% |
| Q3 2021 | $374,000 | -0.3% | 3,600 | +0.2% | 0.06% | 0.0% |
| Q2 2021 | $375,000 | +8.1% | 3,592 | +0.2% | 0.06% | -1.8% |
| Q1 2021 | $347,000 | +6.8% | 3,585 | +0.3% | 0.06% | -1.7% |
| Q4 2020 | $325,000 | +24.5% | 3,573 | +0.7% | 0.06% | -3.3% |
| Q2 2020 | $261,000 | – | 3,548 | – | 0.06% | – |
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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% |