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 | $8,327,537 | -5.5% | 167,052 | -4.3% | 3.53% | -3.1% |
| Q2 2023 | $8,812,716 | +1.2% | 174,642 | -4.0% | 3.64% | -6.7% |
| Q1 2023 | $8,709,126 | +9.2% | 182,009 | +2.1% | 3.91% | -2.4% |
| Q4 2022 | $7,975,183 | +8.1% | 178,278 | +1.5% | 4.01% | -1.9% |
| Q3 2022 | $7,376,000 | -21.0% | 175,663 | -16.8% | 4.08% | -28.0% |
| Q2 2022 | $9,335,000 | +1.7% | 211,252 | +22.9% | 5.67% | +7.0% |
| Q1 2022 | $9,177,000 | -4.4% | 171,886 | +102.4% | 5.30% | -8.5% |
| Q4 2021 | $9,600,000 | +10.5% | 84,944 | +1.6% | 5.80% | -2.6% |
| Q3 2021 | $8,686,000 | -1.4% | 83,633 | -1.0% | 5.95% | -1.9% |
| Q2 2021 | $8,811,000 | +6.6% | 84,509 | -1.1% | 6.06% | -16.4% |
| Q1 2021 | $8,264,000 | +1.9% | 85,453 | -4.1% | 7.25% | -3.1% |
| Q4 2020 | $8,107,000 | – | 89,092 | – | 7.48% | – |
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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% |