SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,577,029 | -6.7% | 51,696 | -3.2% | 0.39% | -1.7% |
| Q2 2023 | $2,760,889 | +7.0% | 53,402 | -1.0% | 0.40% | +0.5% |
| Q1 2023 | $2,580,823 | +6.4% | 53,936 | -0.3% | 0.40% | +1.0% |
| Q4 2022 | $2,425,213 | +5.0% | 54,122 | -1.6% | 0.40% | -7.1% |
| Q3 2022 | $2,310,000 | -6.5% | 55,005 | -1.6% | 0.42% | +12.1% |
| Q2 2022 | $2,470,000 | -17.5% | 55,888 | -0.4% | 0.38% | -6.2% |
| Q1 2022 | $2,995,000 | -6.9% | 56,100 | +97.0% | 0.40% | -4.0% |
| Q4 2021 | $3,218,000 | – | 28,474 | – | 0.42% | – |
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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% |