SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,198,568 | -3.5% | 24,043 | +0.1% | 1.12% | -1.1% |
Q2 2023 | $1,242,287 | +6.5% | 24,029 | -1.5% | 1.13% | +0.9% |
Q1 2023 | $1,166,934 | -5.8% | 24,387 | -11.8% | 1.12% | -7.9% |
Q4 2022 | $1,239,404 | +2.7% | 27,659 | -3.7% | 1.22% | -10.7% |
Q3 2022 | $1,207,000 | -5.4% | 28,736 | -0.5% | 1.37% | -0.5% |
Q2 2022 | $1,276,000 | -23.7% | 28,869 | -7.8% | 1.37% | -17.3% |
Q1 2022 | $1,672,000 | -13.6% | 31,314 | +82.9% | 1.66% | -10.8% |
Q4 2021 | $1,935,000 | – | 17,120 | – | 1.86% | – |
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% |