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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,240 | +0.8% | 245,541 | +4.5% | 1.46% | +2.8% |
| Q2 2023 | $12,147 | +10.3% | 234,946 | +2.1% | 1.42% | +3.5% |
| Q1 2023 | $11,013 | +4.0% | 230,151 | -2.6% | 1.37% | -8.3% |
| Q4 2022 | $10,587 | -99.9% | 236,266 | -2.8% | 1.49% | -2.5% |
| Q3 2022 | $10,205,000 | -8.3% | 243,035 | -3.5% | 1.53% | -5.1% |
| Q2 2022 | $11,126,000 | -17.1% | 251,779 | +0.2% | 1.62% | -5.6% |
| Q1 2022 | $13,413,000 | -5.1% | 251,229 | +100.8% | 1.71% | -3.8% |
| Q4 2021 | $14,141,000 | +8.8% | 125,133 | -0.0% | 1.78% | -3.8% |
| Q3 2021 | $13,000,000 | +0.1% | 125,170 | +0.5% | 1.85% | -4.8% |
| Q2 2021 | $12,981,000 | +8.5% | 124,499 | +0.7% | 1.94% | -6.1% |
| Q1 2021 | $11,959,000 | +5.5% | 123,655 | -0.7% | 2.07% | -5.8% |
| Q4 2020 | $11,331,000 | – | 124,532 | – | 2.20% | – |
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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% |