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 | $211,669 | -3.9% | 4,246 | +1.7% | 0.06% | +1.7% |
| Q2 2023 | $220,340 | +8.9% | 4,177 | -1.2% | 0.06% | -1.7% |
| Q1 2023 | $202,358 | -4.0% | 4,229 | -10.1% | 0.06% | -13.2% |
| Q4 2022 | $210,786 | -0.1% | 4,704 | -4.8% | 0.07% | -5.6% |
| Q3 2022 | $211,000 | -60.3% | 4,941 | -58.9% | 0.07% | -57.4% |
| Q2 2022 | $531,000 | -32.5% | 12,017 | -18.5% | 0.17% | -21.0% |
| Q1 2022 | $787,000 | -3.0% | 14,743 | +105.4% | 0.21% | -3.6% |
| Q4 2021 | $811,000 | +8.9% | 7,177 | -0.0% | 0.22% | -0.4% |
| Q3 2021 | $745,000 | -3.2% | 7,178 | -2.8% | 0.22% | +6.2% |
| Q2 2021 | $770,000 | -7.0% | 7,388 | -13.7% | 0.21% | +21.4% |
| Q1 2021 | $828,000 | -4.6% | 8,559 | -10.3% | 0.17% | -10.8% |
| Q4 2020 | $868,000 | +7.0% | 9,542 | -6.3% | 0.19% | -6.7% |
| Q3 2020 | $811,000 | +6.0% | 10,183 | -2.2% | 0.21% | +14.3% |
| Q2 2020 | $765,000 | -40.0% | 10,408 | -50.6% | 0.18% | -51.5% |
| Q1 2020 | $1,274,000 | -27.2% | 21,090 | -7.4% | 0.38% | -15.2% |
| Q4 2019 | $1,751,000 | -37.0% | 22,781 | -41.8% | 0.44% | -42.0% |
| Q3 2019 | $2,778,000 | -8.3% | 39,117 | -8.9% | 0.76% | -12.8% |
| Q2 2019 | $3,030,000 | +14.0% | 42,956 | +10.0% | 0.87% | +3.8% |
| Q1 2019 | $2,658,000 | +114.0% | 39,059 | +88.4% | 0.84% | +71.1% |
| Q4 2018 | $1,242,000 | -10.5% | 20,730 | +5.2% | 0.49% | -0.8% |
| Q3 2018 | $1,388,000 | +18.2% | 19,712 | +10.8% | 0.50% | +11.2% |
| Q2 2018 | $1,174,000 | +7.2% | 17,792 | +3.6% | 0.45% | -4.5% |
| Q1 2018 | $1,095,000 | +14.5% | 17,172 | +15.9% | 0.47% | +17.6% |
| Q4 2017 | $956,000 | – | 14,818 | – | 0.40% | – |
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% |