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 | $2,982,000 | -6.3% | 71,019 | -1.3% | 0.08% | -6.7% |
| Q2 2022 | $3,181,000 | -18.5% | 71,981 | -1.5% | 0.09% | -3.3% |
| Q1 2022 | $3,901,000 | -6.6% | 73,066 | +97.8% | 0.09% | -14.0% |
| Q4 2021 | $4,175,000 | +9.5% | 36,947 | +0.6% | 0.11% | -6.1% |
| Q3 2021 | $3,814,000 | +12.5% | 36,724 | +13.0% | 0.11% | -5.0% |
| Q2 2021 | $3,389,000 | +13.2% | 32,499 | +5.0% | 0.12% | -20.5% |
| Q1 2021 | $2,994,000 | +7.8% | 30,955 | +1.4% | 0.15% | -27.1% |
| Q4 2020 | $2,778,000 | +11.7% | 30,529 | -2.3% | 0.21% | -8.0% |
| Q3 2020 | $2,488,000 | +8.3% | 31,240 | -0.1% | 0.22% | -35.0% |
| Q2 2020 | $2,298,000 | +238.4% | 31,278 | +201.4% | 0.35% | +77.4% |
| Q1 2020 | $679,000 | -77.1% | 10,376 | -73.1% | 0.20% | -84.6% |
| Q4 2019 | $2,961,000 | -6.7% | 38,513 | -13.8% | 1.27% | -18.3% |
| Q3 2019 | $3,174,000 | -18.1% | 44,693 | -18.6% | 1.55% | -28.9% |
| Q2 2019 | $3,874,000 | -3.1% | 54,930 | -6.5% | 2.18% | -31.2% |
| Q1 2019 | $3,997,000 | -7.5% | 58,734 | -18.6% | 3.17% | -27.0% |
| Q4 2018 | $4,323,000 | – | 72,142 | – | 4.34% | – |
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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% |