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 | $1,361,503 | -3.2% | 27,312 | +0.4% | 0.83% | +10.1% |
| Q2 2023 | $1,406,708 | +8.4% | 27,209 | +0.4% | 0.75% | +37.7% |
| Q1 2023 | $1,297,232 | +7.2% | 27,110 | +0.4% | 0.55% | -7.8% |
| Q4 2022 | $1,210,227 | +7.2% | 27,008 | +0.4% | 0.59% | +14.1% |
| Q3 2022 | $1,129,000 | -4.6% | 26,889 | +0.4% | 0.52% | -3.0% |
| Q2 2022 | $1,183,000 | -58.5% | 26,774 | -49.8% | 0.54% | -9.2% |
| Q1 2022 | $2,848,000 | +89.5% | 53,340 | +301.1% | 0.59% | -11.2% |
| Q4 2021 | $1,503,000 | +9.2% | 13,298 | +0.4% | 0.66% | -0.7% |
| Q3 2021 | $1,376,000 | -0.1% | 13,248 | +0.3% | 0.67% | -5.5% |
| Q2 2021 | $1,377,000 | +8.2% | 13,207 | +0.3% | 0.71% | -5.6% |
| Q1 2021 | $1,273,000 | +6.5% | 13,167 | +0.3% | 0.75% | -6.1% |
| Q4 2020 | $1,195,000 | +14.8% | 13,129 | +0.4% | 0.80% | +3.9% |
| Q3 2020 | $1,041,000 | +9.0% | 13,076 | +0.6% | 0.77% | +3.4% |
| Q2 2020 | $955,000 | +22.1% | 12,997 | +0.4% | 0.74% | -0.1% |
| Q1 2020 | $782,000 | +7009.1% | 12,946 | +9213.7% | 0.74% | +8166.7% |
| Q4 2019 | $11,000 | – | 139 | – | 0.01% | – |
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% |