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 | $6,285,511 | -3.5% | 126,088 | +0.1% | 0.54% | -3.4% |
| Q2 2023 | $6,510,982 | +11.3% | 125,938 | +3.0% | 0.56% | +4.3% |
| Q1 2023 | $5,849,954 | +8.9% | 122,256 | +2.0% | 0.54% | +2.3% |
| Q4 2022 | $5,372,499 | +7.9% | 119,895 | +1.1% | 0.52% | -0.6% |
| Q3 2022 | $4,978,000 | -7.9% | 118,548 | -3.0% | 0.53% | -9.0% |
| Q2 2022 | $5,403,000 | -13.3% | 122,274 | +4.7% | 0.58% | -10.6% |
| Q1 2022 | $6,235,000 | +6.8% | 116,780 | +126.0% | 0.65% | +9.6% |
| Q4 2021 | $5,840,000 | +8.6% | 51,681 | -0.2% | 0.59% | -1.5% |
| Q3 2021 | $5,379,000 | +1.5% | 51,787 | +1.9% | 0.60% | -3.5% |
| Q2 2021 | $5,301,000 | +15.8% | 50,838 | +7.4% | 0.62% | 0.0% |
| Q1 2021 | $4,579,000 | +17.8% | 47,348 | +10.8% | 0.62% | +7.2% |
| Q4 2020 | $3,888,000 | – | 42,728 | – | 0.58% | – |
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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% |