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 | $40,229 | -62.1% | 807 | -60.7% | 0.01% | -57.1% |
| Q2 2023 | $106,244 | +188.0% | 2,055 | +166.5% | 0.02% | +162.5% |
| Q1 2023 | $36,893 | +6.8% | 771 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $34,549 | +15.2% | 771 | +7.7% | 0.01% | +14.3% |
| Q3 2022 | $30,000 | -6.2% | 716 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $32,000 | -3.0% | 716 | +14.4% | 0.01% | +14.3% |
| Q1 2022 | $33,000 | -5.7% | 626 | +103.2% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +2.9% | 308 | -6.1% | 0.01% | -12.5% |
| Q3 2021 | $34,000 | 0.0% | 328 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $34,000 | +6.2% | 328 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $32,000 | +6.7% | 328 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +15.4% | 328 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +8.3% | 328 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $24,000 | +33.3% | 324 | +6.2% | 0.01% | +14.3% |
| Q1 2020 | $18,000 | -73.5% | 305 | -65.6% | 0.01% | -66.7% |
| Q4 2019 | $68,000 | +7.9% | 887 | +0.6% | 0.02% | -4.5% |
| Q3 2019 | $63,000 | +1.6% | 882 | +1.1% | 0.02% | 0.0% |
| Q2 2019 | $62,000 | +6.9% | 872 | +2.1% | 0.02% | +4.8% |
| Q1 2019 | $58,000 | +26.1% | 854 | +10.8% | 0.02% | +16.7% |
| Q4 2018 | $46,000 | – | 771 | – | 0.02% | – |
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% |