SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,908 | -3.8% | 13,278 | -0.2% | 0.47% | +5.6% |
| Q2 2023 | $688,024 | -9.7% | 13,308 | -16.4% | 0.45% | -17.4% |
| Q1 2023 | $761,676 | +18.5% | 15,918 | +11.0% | 0.54% | +2.1% |
| Q4 2022 | $642,710 | +6.8% | 14,343 | 0.0% | 0.53% | -5.4% |
| Q3 2022 | $602,000 | -5.6% | 14,343 | -0.7% | 0.56% | +4.5% |
| Q2 2022 | $638,000 | -17.4% | 14,443 | -0.1% | 0.54% | +3.3% |
| Q1 2022 | $772,000 | -7.4% | 14,463 | +95.9% | 0.52% | -10.1% |
| Q4 2021 | $834,000 | +13.5% | 7,384 | +4.4% | 0.58% | +7.5% |
| Q3 2021 | $735,000 | -1.9% | 7,074 | -1.5% | 0.54% | -2.7% |
| Q2 2021 | $749,000 | +10.8% | 7,185 | +2.8% | 0.55% | +1.3% |
| Q1 2021 | $676,000 | +6.5% | 6,990 | +0.2% | 0.54% | -1.3% |
| Q4 2020 | $635,000 | +22.8% | 6,976 | +7.4% | 0.55% | +6.2% |
| Q3 2020 | $517,000 | – | 6,496 | – | 0.52% | – |
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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% |