SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,319,955 | -2.7% | 46,539 | +0.9% | 1.48% | +2.9% |
| Q2 2023 | $2,385,252 | +7.5% | 46,136 | 0.0% | 1.44% | +1.7% |
| Q1 2023 | $2,218,664 | +7.3% | 46,136 | +0.0% | 1.42% | -4.9% |
| Q4 2022 | $2,067,305 | +36.5% | 46,135 | +27.8% | 1.49% | +25.3% |
| Q3 2022 | $1,515,000 | -5.0% | 36,090 | 0.0% | 1.19% | +1.2% |
| Q2 2022 | $1,595,000 | -17.2% | 36,090 | 0.0% | 1.17% | -9.4% |
| Q1 2022 | $1,927,000 | -3.5% | 36,090 | +104.3% | 1.30% | +0.5% |
| Q4 2021 | $1,996,000 | +11.6% | 17,663 | +2.6% | 1.29% | +2.6% |
| Q3 2021 | $1,788,000 | -0.4% | 17,212 | 0.0% | 1.26% | +1.9% |
| Q2 2021 | $1,795,000 | +7.8% | 17,212 | 0.0% | 1.23% | -0.2% |
| Q1 2021 | $1,665,000 | +6.3% | 17,212 | 0.0% | 1.24% | +4.0% |
| Q4 2020 | $1,566,000 | +14.2% | 17,212 | 0.0% | 1.19% | +9.8% |
| Q3 2020 | $1,371,000 | +8.4% | 17,212 | 0.0% | 1.08% | +0.3% |
| Q2 2020 | $1,265,000 | +21.6% | 17,212 | 0.0% | 1.08% | +3.7% |
| Q1 2020 | $1,040,000 | -21.4% | 17,212 | 0.0% | 1.04% | -8.8% |
| Q4 2019 | $1,323,000 | – | 17,212 | – | 1.14% | – |
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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% |