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 | $2,157,901 | -0.5% | 43,288 | +3.2% | 0.56% | +4.3% |
| Q2 2023 | $2,167,983 | +14.5% | 41,934 | +6.0% | 0.53% | +14.9% |
| Q1 2023 | $1,892,660 | +14.6% | 39,554 | +7.4% | 0.46% | +6.9% |
| Q4 2022 | $1,650,927 | +170.2% | 36,843 | +153.1% | 0.43% | +164.0% |
| Q3 2022 | $611,000 | -0.7% | 14,556 | +4.5% | 0.16% | -4.1% |
| Q2 2022 | $615,000 | -18.7% | 13,924 | -1.6% | 0.17% | -13.6% |
| Q1 2022 | $756,000 | +23.3% | 14,155 | +160.8% | 0.20% | +41.4% |
| Q4 2021 | $613,000 | +7.7% | 5,427 | -0.9% | 0.14% | -8.5% |
| Q3 2021 | $569,000 | +11.8% | 5,476 | +12.2% | 0.15% | +7.0% |
| Q2 2021 | $509,000 | +12.1% | 4,880 | +4.1% | 0.14% | +1.4% |
| Q1 2021 | $454,000 | +76.7% | 4,690 | +66.1% | 0.14% | +51.6% |
| Q4 2020 | $257,000 | +28.5% | 2,824 | +12.4% | 0.09% | +17.7% |
| Q3 2020 | $200,000 | – | 2,513 | – | 0.08% | – |
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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% |