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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $90,686,000 | +4.1% | 802,463 | -4.4% | 18.71% | +3.4% |
| Q3 2021 | $87,151,000 | -3.6% | 839,120 | -3.2% | 18.10% | -2.5% |
| Q2 2021 | $90,430,000 | +2.6% | 867,271 | -4.8% | 18.57% | -3.6% |
| Q1 2021 | $88,111,000 | +5.3% | 911,088 | -0.9% | 19.27% | +1.3% |
| Q4 2020 | $83,654,000 | +21.1% | 919,372 | +6.0% | 19.02% | +5.3% |
| Q3 2020 | $69,068,000 | +111.0% | 867,252 | +94.7% | 18.06% | +92.6% |
| Q2 2020 | $32,733,000 | +23.4% | 445,530 | +1.5% | 9.38% | -1.4% |
| Q1 2020 | $26,517,000 | -26.8% | 438,801 | -6.8% | 9.51% | -14.4% |
| Q4 2019 | $36,209,000 | +7.2% | 470,977 | -1.0% | 11.11% | -2.3% |
| Q3 2019 | $33,784,000 | +4.3% | 475,700 | +3.6% | 11.37% | -3.0% |
| Q2 2019 | $32,389,000 | -7.8% | 459,216 | -11.0% | 11.72% | -12.4% |
| Q1 2019 | $35,113,000 | – | 515,995 | – | 13.38% | – |
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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% |