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 | $322,928 | -3.6% | 6,478 | 0.0% | 0.16% | +3.2% |
| Q2 2023 | $334,913 | +3.1% | 6,478 | -4.6% | 0.16% | +1.3% |
| Q1 2023 | $324,765 | -2.6% | 6,787 | -8.8% | 0.16% | -4.9% |
| Q4 2022 | $333,297 | +6.8% | 7,438 | 0.0% | 0.16% | +2.5% |
| Q3 2022 | $312,000 | -17.9% | 7,438 | -13.4% | 0.16% | -16.3% |
| Q2 2022 | $380,000 | -17.2% | 8,592 | 0.0% | 0.19% | -10.4% |
| Q1 2022 | $459,000 | -5.4% | 8,592 | +100.0% | 0.21% | +7.6% |
| Q4 2021 | $485,000 | +8.7% | 4,296 | 0.0% | 0.20% | +1.5% |
| Q3 2021 | $446,000 | -2.8% | 4,296 | -2.3% | 0.19% | -7.6% |
| Q2 2021 | $459,000 | – | 4,399 | – | 0.21% | – |
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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% |