SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,876,459 | -58.6% | 37,642 | -57.0% | 0.53% | -16.5% |
| Q2 2023 | $4,529,916 | +123.4% | 87,620 | +93.6% | 0.63% | +2.9% |
| Q1 2023 | $2,027,732 | 0.0% | 45,252 | 0.0% | 0.61% | 0.0% |
| Q4 2022 | $2,027,732 | +6.7% | 45,252 | -0.0% | 0.61% | -2.1% |
| Q3 2022 | $1,900,000 | -9.2% | 45,255 | -4.4% | 0.63% | -3.4% |
| Q2 2022 | $2,092,000 | -58.9% | 47,349 | -50.4% | 0.65% | -6.2% |
| Q1 2022 | $5,094,000 | +85.8% | 95,394 | +293.3% | 0.69% | -5.7% |
| Q4 2021 | $2,741,000 | +9.6% | 24,252 | +0.8% | 0.73% | +5.8% |
| Q3 2021 | $2,500,000 | – | 24,067 | – | 0.69% | – |
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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% |