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 | $545,548 | -1.6% | 10,944 | +2.1% | 0.14% | +7.6% |
| Q2 2023 | $554,159 | +9.6% | 10,719 | +1.5% | 0.13% | +1.5% |
| Q1 2023 | $505,532 | +8.5% | 10,565 | +1.6% | 0.13% | -0.8% |
| Q4 2022 | $466,054 | +9.1% | 10,401 | +2.3% | 0.13% | -4.4% |
| Q3 2022 | $427,114 | -22.6% | 10,172 | -18.5% | 0.14% | -20.8% |
| Q2 2022 | $552,000 | -28.4% | 12,485 | -13.5% | 0.17% | -13.5% |
| Q1 2022 | $771,000 | +11.1% | 14,434 | +135.1% | 0.20% | +12.4% |
| Q4 2021 | $694,000 | +10.3% | 6,139 | +1.4% | 0.18% | -5.8% |
| Q3 2021 | $629,000 | -0.3% | 6,053 | -0.0% | 0.19% | +3.8% |
| Q2 2021 | $631,000 | +105.5% | 6,056 | +90.6% | 0.18% | +71.7% |
| Q1 2021 | $307,000 | +9.6% | 3,178 | +3.4% | 0.11% | +7.1% |
| Q4 2020 | $280,000 | – | 3,073 | – | 0.10% | – |
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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% |