SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 728 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.43 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,253,000 | +6.5% | 108,424 | -2.1% | 1.80% | -5.1% |
| Q3 2021 | $11,500,000 | -1.7% | 110,724 | -1.3% | 1.90% | -4.1% |
| Q2 2021 | $11,696,000 | +4.3% | 112,170 | -3.2% | 1.98% | -6.6% |
| Q1 2021 | $11,210,000 | +3.7% | 115,913 | -2.5% | 2.12% | -4.1% |
| Q4 2020 | $10,813,000 | +9.6% | 118,839 | -4.1% | 2.21% | -5.4% |
| Q3 2020 | $9,867,000 | +1.4% | 123,889 | -6.4% | 2.34% | -7.3% |
| Q2 2020 | $9,727,000 | – | 132,394 | – | 2.52% | – |
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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% |