SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 770 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.58 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,251 | -87.9% | 25 | -87.5% | 0.00% | -80.0% |
Q2 2023 | $10,340 | +8.0% | 200 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $9,570 | -9.6% | 200 | -15.3% | 0.01% | -16.7% |
Q4 2022 | $10,592 | +5.9% | 236 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $10,000 | 0.0% | 236 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $10,000 | -64.3% | 236 | -54.4% | 0.01% | -57.1% |
Q1 2022 | $28,000 | -22.2% | 518 | +63.4% | 0.01% | -17.6% |
Q4 2021 | $36,000 | +5.9% | 317 | -3.6% | 0.02% | -19.0% |
Q3 2021 | $34,000 | -15.0% | 329 | -14.5% | 0.02% | -16.0% |
Q2 2021 | $40,000 | 0.0% | 385 | -5.9% | 0.02% | -13.8% |
Q1 2021 | $40,000 | -13.0% | 409 | -20.0% | 0.03% | -23.7% |
Q4 2020 | $46,000 | -14.8% | 511 | -24.5% | 0.04% | -28.3% |
Q3 2020 | $54,000 | – | 677 | – | 0.05% | – |
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% |