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 | $208,512 | -3.6% | 4,183 | +0.0% | 0.05% | 0.0% |
| Q2 2023 | $216,205 | +8.1% | 4,182 | +0.0% | 0.05% | +2.2% |
| Q1 2023 | $200,064 | -10.3% | 4,181 | +0.1% | 0.05% | +7.0% |
| Q1 2022 | $223,000 | -5.5% | 4,177 | +100.0% | 0.04% | -2.3% |
| Q4 2021 | $236,000 | +8.8% | 2,089 | +0.0% | 0.04% | +2.3% |
| Q3 2021 | $217,000 | -0.5% | 2,088 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $218,000 | +7.9% | 2,088 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $202,000 | -20.2% | 2,088 | -45.6% | 0.04% | -46.1% |
| Q2 2018 | $253,000 | +3.3% | 3,840 | 0.0% | 0.08% | -6.2% |
| Q1 2018 | $245,000 | -1.2% | 3,840 | 0.0% | 0.08% | +1.2% |
| Q4 2017 | $248,000 | +6.0% | 3,840 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $234,000 | +4.5% | 3,840 | 0.0% | 0.08% | -2.4% |
| Q2 2017 | $224,000 | +2.3% | 3,840 | 0.0% | 0.08% | -2.4% |
| Q1 2017 | $219,000 | – | 3,840 | – | 0.08% | – |
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% |