SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,173 | -3.2% | 10,796 | +0.4% | 0.25% | +2.1% |
| Q2 2023 | $556,099 | +8.4% | 10,756 | +0.4% | 0.24% | +8.5% |
| Q1 2023 | $512,872 | +7.2% | 10,718 | +0.4% | 0.22% | +10.9% |
| Q4 2022 | $478,522 | -6.0% | 10,679 | -12.0% | 0.20% | -13.0% |
| Q3 2022 | $509,000 | -4.7% | 12,133 | +0.4% | 0.23% | +0.4% |
| Q2 2022 | $534,000 | -5.2% | 12,089 | +14.6% | 0.23% | -12.5% |
| Q1 2022 | $563,000 | -5.2% | 10,549 | +100.6% | 0.26% | -8.4% |
| Q4 2021 | $594,000 | +5.1% | 5,260 | -3.3% | 0.29% | -2.7% |
| Q3 2021 | $565,000 | 0.0% | 5,441 | +0.3% | 0.30% | -4.2% |
| Q2 2021 | $565,000 | +8.0% | 5,425 | +0.3% | 0.31% | -1.0% |
| Q1 2021 | $523,000 | +6.5% | 5,409 | +0.3% | 0.31% | -4.6% |
| Q4 2020 | $491,000 | +14.7% | 5,395 | +0.4% | 0.33% | -2.7% |
| Q3 2020 | $428,000 | – | 5,375 | – | 0.34% | – |
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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% |