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 | $2,298,571 | +526.4% | 46,110 | +549.6% | 2.02% | +416.4% |
| Q2 2023 | $366,944 | +8.1% | 7,098 | +0.0% | 0.39% | -18.4% |
| Q1 2023 | $339,513 | +14.9% | 7,095 | +7.6% | 0.48% | +3.5% |
| Q4 2022 | $295,436 | +35.5% | 6,593 | +61.4% | 0.46% | +109.5% |
| Q1 2022 | $218,000 | -44.0% | 4,086 | +18.7% | 0.22% | -38.8% |
| Q4 2021 | $389,000 | -52.4% | 3,443 | -56.3% | 0.36% | +23.6% |
| Q3 2021 | $818,000 | -65.2% | 7,884 | -65.1% | 0.29% | -82.5% |
| Q2 2021 | $2,353,000 | -24.1% | 22,564 | -29.6% | 1.67% | -48.1% |
| Q1 2021 | $3,099,000 | +6.2% | 32,041 | -0.1% | 3.22% | -27.3% |
| Q4 2020 | $2,918,000 | – | 32,069 | – | 4.44% | – |
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% |