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 | $2,312,792 | -5.3% | 46,395 | -1.8% | 1.46% | -7.6% |
| Q2 2023 | $2,443,206 | +7.7% | 47,257 | +0.4% | 1.58% | +5.3% |
| Q1 2023 | $2,269,133 | +5.6% | 47,068 | -1.9% | 1.50% | +7.0% |
| Q4 2022 | $2,149,161 | +1.8% | 47,962 | -4.7% | 1.40% | +3.5% |
| Q3 2022 | $2,112,000 | -13.8% | 50,304 | -9.3% | 1.36% | -9.4% |
| Q2 2022 | $2,450,000 | -3.2% | 55,438 | +16.9% | 1.50% | +9.2% |
| Q1 2022 | $2,532,000 | -3.8% | 47,428 | +103.7% | 1.37% | +1.4% |
| Q4 2021 | $2,632,000 | +7.8% | 23,286 | -0.9% | 1.35% | -1.5% |
| Q3 2021 | $2,441,000 | +0.0% | 23,499 | +0.4% | 1.37% | -3.4% |
| Q2 2021 | $2,440,000 | +6.9% | 23,403 | -0.8% | 1.42% | +0.3% |
| Q1 2021 | $2,283,000 | +9.1% | 23,603 | +2.6% | 1.42% | +3.7% |
| Q4 2020 | $2,093,000 | +18.7% | 23,003 | +3.8% | 1.37% | +11.4% |
| Q3 2020 | $1,764,000 | +1.3% | 22,152 | -6.5% | 1.23% | -0.8% |
| Q2 2020 | $1,741,000 | +18.0% | 23,695 | -3.0% | 1.24% | +16.7% |
| Q1 2020 | $1,475,000 | -13.5% | 24,416 | +10.0% | 1.06% | -2.6% |
| Q4 2019 | $1,706,000 | – | 22,190 | – | 1.09% | – |
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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% |