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 | $1,048,346 | -6.8% | 21,030 | -3.4% | 0.01% | -9.1% |
| Q2 2023 | $1,125,251 | +34.4% | 21,765 | +24.4% | 0.01% | +22.2% |
| Q1 2023 | $837,492 | -13.9% | 17,502 | -19.4% | 0.01% | 0.0% |
| Q4 2022 | $973,184 | -99.9% | 21,718 | -38.6% | 0.01% | +12.5% |
| Q3 2022 | $743,743,000 | +47976.5% | 35,366 | +1.1% | 0.01% | -50.0% |
| Q2 2022 | $1,547,000 | -32.3% | 34,998 | -18.3% | 0.02% | -33.3% |
| Q1 2022 | $2,286,000 | -3.5% | 42,826 | +104.3% | 0.02% | 0.0% |
| Q4 2021 | $2,369,000 | -72.5% | 20,963 | -74.7% | 0.02% | -72.1% |
| Q3 2021 | $8,613,000 | +287.4% | 82,929 | +288.9% | 0.09% | +244.0% |
| Q2 2021 | $2,223,000 | -2.8% | 21,322 | -9.8% | 0.02% | -13.8% |
| Q1 2021 | $2,287,000 | -69.5% | 23,651 | -71.4% | 0.03% | -66.7% |
| Q4 2020 | $7,497,000 | -99.5% | 82,702 | +370.4% | 0.09% | +234.6% |
| Q3 2020 | $1,400,000,000 | – | 17,583 | – | 0.03% | – |
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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% |