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 | $332,695 | -4.9% | 6,674 | -1.4% | 0.22% | -8.9% |
| Q2 2023 | $349,841 | +84607.3% | 6,767 | -21.5% | 0.24% | -38.8% |
| Q1 2023 | $413 | +7.0% | 8,625 | +0.1% | 0.39% | +6.3% |
| Q4 2022 | $386 | -99.9% | 8,618 | -2.1% | 0.36% | +12.7% |
| Q3 2022 | $370,000 | -4.1% | 8,807 | +0.8% | 0.32% | +0.3% |
| Q2 2022 | $386,000 | -18.4% | 8,738 | -1.4% | 0.32% | -1.8% |
| Q1 2022 | $473,000 | -43.1% | 8,866 | +16.3% | 0.33% | +7.5% |
| Q4 2021 | $831,000 | +140.2% | 7,624 | +128.7% | 0.30% | +9.3% |
| Q3 2021 | $346,000 | -54.0% | 3,333 | -53.8% | 0.28% | -53.9% |
| Q2 2021 | $752,000 | +2.9% | 7,214 | -4.5% | 0.60% | -10.5% |
| Q1 2021 | $731,000 | +0.7% | 7,554 | -5.3% | 0.68% | -11.5% |
| Q4 2020 | $726,000 | +22.6% | 7,978 | -0.9% | 0.76% | -14.4% |
| Q3 2020 | $592,000 | 0.0% | 8,052 | 0.0% | 0.89% | 0.0% |
| Q2 2020 | $592,000 | +44.7% | 8,052 | +19.0% | 0.89% | +1.6% |
| Q1 2020 | $409,000 | – | 6,765 | – | 0.88% | – |
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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% |