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 | $16,697 | -3.2% | 335 | +0.3% | 0.00% | 0.0% |
Q2 2023 | $17,251 | +8.4% | 334 | +0.6% | 0.00% | 0.0% |
Q1 2023 | $15,908 | +7.2% | 332 | +0.3% | 0.00% | 0.0% |
Q4 2022 | $14,840 | +6.0% | 331 | +0.6% | 0.00% | 0.0% |
Q3 2022 | $14,000 | -33.3% | 329 | -30.9% | 0.00% | -33.3% |
Q2 2022 | $21,000 | +23.5% | 476 | +45.6% | 0.00% | 0.0% |
Q1 2022 | $17,000 | -5.6% | 327 | +100.6% | 0.00% | 0.0% |
Q4 2021 | $18,000 | +38.5% | 163 | -5.2% | 0.00% | -40.0% |
Q4 2019 | $13,000 | – | 172 | – | 0.01% | – |
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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% |