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 | $6,979 | -3.6% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $7,238 | +8.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $6,699 | +7.8% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $6,216 | +3.6% | 140 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 140 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $6,000 | -25.0% | 140 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $8,000 | 0.0% | 140 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 70 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | -53.3% | 70 | -62.2% | 0.00% | -60.0% |
| Q3 2020 | $15,000 | +7.1% | 185 | 0.0% | 0.01% | -28.6% |
| Q2 2020 | $14,000 | +16.7% | 185 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $12,000 | +33.3% | 185 | +60.9% | 0.01% | +71.4% |
| Q4 2019 | $9,000 | – | 115 | – | 0.01% | – |
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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% |