SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $689,353 | -1.2% | 13,634 | -0.0% | 0.66% | -4.6% |
Q2 2023 | $697,813 | +5.8% | 13,637 | -0.5% | 0.70% | -2.5% |
Q1 2023 | $659,316 | +7.9% | 13,710 | +2.0% | 0.72% | -8.1% |
Q4 2022 | $610,941 | +165.6% | 13,442 | +151.3% | 0.78% | +139.4% |
Q3 2022 | $230,000 | -13.2% | 5,349 | -2.6% | 0.32% | -6.9% |
Q2 2022 | $265,000 | -64.5% | 5,492 | -60.6% | 0.35% | -63.6% |
Q1 2022 | $747,000 | -9.1% | 13,954 | +88.5% | 0.96% | -12.0% |
Q4 2021 | $822,000 | +22.1% | 7,401 | +14.1% | 1.09% | +5.5% |
Q3 2021 | $673,000 | +11.8% | 6,488 | +12.3% | 1.03% | +8.2% |
Q2 2021 | $602,000 | +11.9% | 5,775 | +5.1% | 0.95% | -0.8% |
Q1 2021 | $538,000 | -3.1% | 5,497 | -9.8% | 0.96% | -11.4% |
Q4 2020 | $555,000 | -27.5% | 6,095 | -36.7% | 1.09% | -45.0% |
Q3 2020 | $766,000 | -8.5% | 9,624 | -15.5% | 1.98% | -26.9% |
Q2 2020 | $837,000 | +6.8% | 11,386 | -12.2% | 2.70% | -24.0% |
Q1 2020 | $784,000 | -65.4% | 12,966 | -56.1% | 3.56% | -49.0% |
Q4 2019 | $2,268,000 | – | 29,506 | – | 6.97% | – |
Download |
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% |