SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,543,113 | +14.0% | 101,386 | +6.9% | 2.05% | +4.3% |
| Q3 2022 | $3,984,000 | +48.2% | 94,875 | +55.9% | 1.97% | +52.2% |
| Q2 2022 | $2,689,000 | -17.0% | 60,843 | +0.3% | 1.29% | -38.7% |
| Q1 2022 | $3,240,000 | +31.2% | 60,681 | +177.8% | 2.11% | +50.5% |
| Q4 2021 | $2,469,000 | +58.6% | 21,847 | +45.7% | 1.40% | +44.0% |
| Q3 2021 | $1,557,000 | +16.2% | 14,995 | +16.7% | 0.97% | +15.6% |
| Q2 2021 | $1,340,000 | +0.3% | 12,852 | -7.0% | 0.84% | -5.8% |
| Q1 2021 | $1,336,000 | +131.1% | 13,812 | +117.5% | 0.89% | +86.2% |
| Q4 2020 | $578,000 | – | 6,350 | – | 0.48% | – |
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% |