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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $76,000 | +8.6% | 675 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $70,000 | +7.7% | 675 | 0.0% | 0.04% | -7.5% |
| Q1 2021 | $65,000 | +30.0% | 675 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $50,000 | 0.0% | 675 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $50,000 | -99.9% | 675 | -10.6% | 0.04% | -10.9% |
| Q1 2020 | $48,180,000 | +89122.2% | 755 | 0.0% | 0.05% | -16.4% |
| Q3 2019 | $54,000 | +1.9% | 755 | 0.0% | 0.06% | +17.0% |
| Q2 2019 | $53,000 | +3.9% | 755 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $51,000 | +13.3% | 755 | 0.0% | 0.05% | +9.3% |
| Q4 2018 | $45,000 | -99.9% | 755 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $53,165,000 | +6.7% | 755 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $49,841,000 | +3.4% | 755 | 0.0% | 0.04% | -2.2% |
| Q1 2018 | $48,180,000 | – | 755 | – | 0.05% | – |
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% |