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 | $610,506 | -82.2% | 12,247 | -81.5% | 0.03% | -80.9% |
| Q2 2023 | $3,431,497 | -22.5% | 66,373 | -28.1% | 0.18% | -24.6% |
| Q1 2023 | $4,428,605 | -12.9% | 92,305 | -18.7% | 0.24% | -23.6% |
| Q4 2022 | $5,084,962 | +70.1% | 113,478 | +59.4% | 0.31% | +48.6% |
| Q3 2022 | $2,990,000 | -11.4% | 71,208 | -6.7% | 0.21% | -18.4% |
| Q2 2022 | $3,374,000 | +5.7% | 76,362 | +27.7% | 0.26% | -0.4% |
| Q1 2022 | $3,192,000 | +5.5% | 59,783 | +123.2% | 0.26% | +6.2% |
| Q4 2021 | $3,026,000 | +4.9% | 26,780 | -3.6% | 0.24% | +2.1% |
| Q3 2021 | $2,885,000 | +3.0% | 27,776 | +3.4% | 0.24% | +2.6% |
| Q2 2021 | $2,800,000 | +22.2% | 26,852 | +13.4% | 0.23% | +12.2% |
| Q1 2021 | $2,291,000 | +24.2% | 23,689 | +16.8% | 0.20% | +15.2% |
| Q4 2020 | $1,844,000 | -14.9% | 20,275 | -25.5% | 0.18% | -23.9% |
| Q3 2020 | $2,168,000 | +52.6% | 27,228 | +40.7% | 0.23% | +25.1% |
| Q2 2020 | $1,421,000 | +30.1% | 19,347 | +7.1% | 0.19% | +5.1% |
| Q1 2020 | $1,092,000 | +22.8% | 18,067 | +56.3% | 0.18% | +14.8% |
| Q4 2019 | $889,000 | +6.5% | 11,558 | -1.7% | 0.16% | +14.8% |
| Q3 2019 | $835,000 | -1.3% | 11,756 | -2.0% | 0.14% | +0.7% |
| Q2 2019 | $846,000 | +25.9% | 11,995 | +21.4% | 0.13% | +12.6% |
| Q1 2019 | $672,000 | -27.4% | 9,879 | -36.0% | 0.12% | -39.0% |
| Q4 2018 | $925,000 | +77.9% | 15,442 | +109.2% | 0.20% | +13.4% |
| Q3 2018 | $520,000 | +33.7% | 7,383 | +25.2% | 0.17% | +89.0% |
| Q2 2018 | $389,000 | – | 5,896 | – | 0.09% | – |
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% |