SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 919 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,154,576 | -6.3% | 23,161 | -2.9% | 1.14% | -3.5% |
| Q2 2023 | $1,232,631 | +10.4% | 23,842 | +2.2% | 1.18% | -1.6% |
| Q1 2023 | $1,116,771 | +3.3% | 23,339 | -3.3% | 1.20% | -12.7% |
| Q4 2022 | $1,081,355 | +0.8% | 24,132 | -5.6% | 1.38% | -5.6% |
| Q3 2022 | $1,073,000 | -6.4% | 25,564 | -1.4% | 1.46% | -2.3% |
| Q2 2022 | $1,146,000 | -20.6% | 25,935 | -4.1% | 1.50% | -18.1% |
| Q1 2022 | $1,444,000 | -7.0% | 27,044 | +97.0% | 1.83% | +23.0% |
| Q4 2021 | $1,552,000 | – | 13,731 | – | 1.48% | – |
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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% |