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 2022 | $75,000 | +141.9% | 1,776 | +149.8% | 0.03% | +190.9% |
| Q2 2022 | $31,000 | -18.4% | 711 | +0.4% | 0.01% | -21.4% |
| Q1 2022 | $38,000 | -5.0% | 708 | +100.0% | 0.01% | -12.5% |
| Q4 2021 | $40,000 | +37.9% | 354 | +17.6% | 0.02% | -38.5% |
| Q1 2021 | $29,000 | +7.4% | 301 | +0.3% | 0.03% | +52.9% |
| Q4 2020 | $27,000 | +12.5% | 300 | +0.3% | 0.02% | -10.5% |
| Q3 2020 | $24,000 | +9.1% | 299 | +0.7% | 0.02% | +5.6% |
| Q2 2020 | $22,000 | +4.8% | 297 | -13.2% | 0.02% | -45.5% |
| Q1 2020 | $21,000 | -68.2% | 342 | -60.4% | 0.03% | -58.8% |
| Q4 2019 | $66,000 | +8.2% | 864 | +1.2% | 0.08% | -4.8% |
| Q3 2019 | $61,000 | – | 854 | – | 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% |