SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,184 | -3.6% | 445 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,007 | +8.0% | 445 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $21,294 | +6.8% | 445 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $19,940 | +24.6% | 445 | +17.1% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -77.1% | 380 | -75.9% | 0.01% | -79.1% |
| Q2 2022 | $70,000 | +600.0% | 1,580 | +731.6% | 0.04% | +616.7% |
| Q1 2022 | $10,000 | -9.1% | 190 | +100.0% | 0.01% | -14.3% |
| Q4 2021 | $11,000 | +10.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 95 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $9,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 95 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $8,000 | +14.3% | 95 | 0.0% | 0.01% | +16.7% |
| Q2 2020 | $7,000 | +16.7% | 95 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $6,000 | -14.3% | 95 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $7,000 | – | 95 | – | 0.00% | – |
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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% |