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 | $27,141 | -3.4% | 544 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $28,083 | +15.9% | 543 | +0.4% | 0.02% | +5.6% |
| Q4 2022 | $24,229 | +5.3% | 541 | +0.4% | 0.02% | 0.0% |
| Q3 2022 | $23,000 | -77.7% | 539 | -76.8% | 0.02% | -76.6% |
| Q2 2022 | $103,000 | -16.9% | 2,328 | +0.0% | 0.08% | -1.3% |
| Q1 2022 | $124,000 | -6.1% | 2,327 | +99.9% | 0.08% | -2.5% |
| Q4 2021 | $132,000 | +9.1% | 1,164 | +0.1% | 0.08% | +3.9% |
| Q3 2021 | $121,000 | 0.0% | 1,163 | +0.1% | 0.08% | -1.3% |
| Q2 2021 | $121,000 | +8.0% | 1,162 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $112,000 | +5.7% | 1,162 | 0.0% | 0.08% | +1.3% |
| Q4 2020 | $106,000 | +15.2% | 1,162 | +0.1% | 0.08% | +6.8% |
| Q3 2020 | $92,000 | +8.2% | 1,161 | +0.1% | 0.07% | -9.9% |
| Q2 2020 | $85,000 | +21.4% | 1,160 | +0.1% | 0.08% | 0.0% |
| Q1 2020 | $70,000 | +483.3% | 1,159 | +633.5% | 0.08% | +575.0% |
| Q4 2019 | $12,000 | – | 158 | – | 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% |