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 | $5,243 | -3.2% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,417 | +8.4% | 105 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $4,995 | +7.2% | 104 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $4,660 | +16.5% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 104 | +1.0% | 0.00% | -50.0% |
| Q2 2022 | $5,000 | 0.0% | 103 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $5,000 | -79.2% | 103 | -51.4% | 0.00% | -85.7% |
| Q4 2021 | $24,000 | +14.3% | 212 | +3.4% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 205 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +23.5% | 204 | +14.0% | 0.01% | +16.7% |
| Q1 2021 | $17,000 | +6.2% | 179 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 178 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 177 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +62.5% | 176 | +34.4% | 0.01% | +50.0% |
| Q1 2020 | $8,000 | -20.0% | 131 | +0.8% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 130 | – | 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% |