SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,737 | +94846.0% | 5,752 | -1.5% | 0.13% | -1.5% |
| Q2 2023 | $302 | -23.0% | 5,837 | -28.7% | 0.13% | -28.7% |
| Q1 2023 | $392 | +6.5% | 8,190 | -0.2% | 0.19% | -1.1% |
| Q4 2022 | $368 | -99.9% | 8,206 | +0.1% | 0.19% | +6.7% |
| Q3 2022 | $344,000 | +5.2% | 8,196 | +10.8% | 0.18% | +10.6% |
| Q2 2022 | $327,000 | -17.2% | 7,394 | +0.0% | 0.16% | +1.3% |
| Q1 2022 | $395,000 | +19.3% | 7,393 | +152.2% | 0.16% | +28.2% |
| Q4 2021 | $331,000 | +6.8% | 2,931 | -1.7% | 0.12% | -5.3% |
| Q3 2021 | $310,000 | -1.6% | 2,981 | 0.0% | 0.13% | +1.6% |
| Q2 2021 | $315,000 | +9.4% | 2,981 | 0.0% | 0.13% | -7.9% |
| Q1 2021 | $288,000 | +9.5% | 2,981 | +3.0% | 0.14% | +3.7% |
| Q4 2020 | $263,000 | +3.1% | 2,895 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $255,000 | +19.7% | 2,895 | 0.0% | 0.14% | +2.3% |
| Q2 2020 | $213,000 | +7.6% | 2,895 | 0.0% | 0.13% | -1.5% |
| Q1 2020 | $198,000 | -8.8% | 2,895 | +2.7% | 0.13% | -5.6% |
| Q4 2019 | $217,000 | +12.4% | 2,820 | +3.7% | 0.14% | +2.9% |
| Q3 2019 | $193,000 | 0.0% | 2,720 | 0.0% | 0.14% | -2.1% |
| Q2 2019 | $193,000 | +5.5% | 2,720 | +1.1% | 0.14% | -1.4% |
| Q1 2019 | $183,000 | +13.7% | 2,690 | 0.0% | 0.14% | +2.1% |
| Q4 2018 | $161,000 | -6.4% | 2,690 | 0.0% | 0.14% | +15.7% |
| Q3 2018 | $172,000 | -7.0% | 2,690 | 0.0% | 0.12% | +2.5% |
| Q2 2018 | $185,000 | +7.6% | 2,690 | 0.0% | 0.12% | -2.5% |
| Q1 2018 | $172,000 | -1.1% | 2,690 | 0.0% | 0.12% | -12.9% |
| Q4 2017 | $174,000 | – | 2,690 | – | 0.14% | – |
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% |