SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $989,722 | -10.3% | 19,854 | -7.0% | 0.29% | -6.8% |
Q2 2023 | $1,103,485 | +8.2% | 21,344 | +0.2% | 0.31% | +6.5% |
Q1 2023 | $1,019,588 | +106328.8% | 21,308 | -0.3% | 0.29% | +9.8% |
Q4 2022 | $958 | -99.9% | 21,370 | -1.1% | 0.27% | -38.6% |
Q3 2022 | $907,000 | -6.1% | 21,609 | -1.2% | 0.43% | +6.1% |
Q2 2022 | $966,000 | -19.0% | 21,865 | -2.2% | 0.41% | -18.1% |
Q1 2022 | $1,193,000 | -7.2% | 22,348 | +96.3% | 0.50% | -4.6% |
Q4 2021 | $1,286,000 | +10.4% | 11,383 | +1.5% | 0.52% | -0.4% |
Q3 2021 | $1,165,000 | +9.9% | 11,218 | +2.3% | 0.52% | -7.6% |
Q1 2021 | $1,060,000 | +1.6% | 10,962 | -4.4% | 0.57% | -1.9% |
Q4 2020 | $1,043,000 | +15.9% | 11,463 | +1.4% | 0.58% | +3.4% |
Q3 2020 | $900,000 | +3.7% | 11,301 | -4.4% | 0.56% | -1.2% |
Q2 2020 | $868,000 | +19.4% | 11,815 | -1.8% | 0.57% | -2.9% |
Q1 2020 | $727,000 | -0.8% | 12,031 | +26.3% | 0.58% | +39.1% |
Q4 2019 | $733,000 | +10.9% | 9,528 | +2.4% | 0.42% | +7.4% |
Q3 2019 | $661,000 | -3.9% | 9,309 | -4.5% | 0.39% | -0.5% |
Q2 2019 | $688,000 | -1.0% | 9,748 | -4.6% | 0.39% | -0.3% |
Q1 2019 | $695,000 | – | 10,215 | – | 0.39% | – |
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% |