SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,472,469 | -3.6% | 29,538 | 0.0% | 0.45% | +1.1% |
| Q2 2023 | $1,527,115 | +7.3% | 29,538 | -0.7% | 0.44% | +1.1% |
| Q1 2023 | $1,423,250 | +12.8% | 29,744 | +5.6% | 0.44% | +6.3% |
| Q4 2022 | $1,261,984 | +113.5% | 28,163 | +99.8% | 0.41% | +99.0% |
| Q3 2022 | $591,000 | +9.9% | 14,095 | +15.8% | 0.21% | +18.2% |
| Q2 2022 | $538,000 | +118.7% | 12,176 | +164.7% | 0.18% | +147.9% |
| Q1 2022 | $246,000 | -5.0% | 4,600 | +100.9% | 0.07% | +1.4% |
| Q4 2021 | $259,000 | -31.8% | 2,290 | -37.4% | 0.07% | -35.8% |
| Q3 2021 | $380,000 | +56.4% | 3,657 | +59.7% | 0.11% | +60.3% |
| Q2 2021 | $243,000 | +279.7% | 2,290 | +227.6% | 0.07% | +223.8% |
| Q4 2020 | $64,000 | – | 699 | – | 0.02% | – |
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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% |