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 | $1,228,604 | -3.6% | 24,646 | 0.0% | 0.43% | -2.1% |
| Q2 2023 | $1,274,199 | +1.1% | 24,646 | -6.5% | 0.44% | -3.1% |
| Q1 2023 | $1,260,896 | +14.2% | 26,351 | +6.9% | 0.45% | +3.7% |
| Q4 2022 | $1,104,387 | +2.4% | 24,646 | -4.1% | 0.43% | -4.6% |
| Q3 2022 | $1,079,000 | -2.7% | 25,704 | +2.4% | 0.46% | +7.1% |
| Q2 2022 | $1,109,000 | -17.2% | 25,102 | 0.0% | 0.42% | -13.3% |
| Q1 2022 | $1,340,000 | +8.9% | 25,102 | +130.5% | 0.49% | +16.4% |
| Q4 2021 | $1,230,000 | +8.8% | 10,888 | 0.0% | 0.42% | -0.5% |
| Q3 2021 | $1,131,000 | +1.7% | 10,888 | +2.1% | 0.42% | -1.9% |
| Q2 2021 | $1,112,000 | +7.3% | 10,660 | -0.5% | 0.43% | -42.9% |
| Q1 2021 | $1,036,000 | +6.8% | 10,710 | +0.5% | 0.76% | -0.8% |
| Q4 2020 | $970,000 | – | 10,660 | – | 0.76% | – |
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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% |