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 | $366,564 | -3.6% | 7,353 | +0.0% | 0.10% | -2.1% |
Q2 2023 | $380,070 | +7.3% | 7,351 | +0.0% | 0.10% | 0.0% |
Q1 2023 | $354,326 | +7.6% | 7,350 | +0.0% | 0.10% | -3.0% |
Q4 2022 | $329,253 | +6.6% | 7,348 | +0.0% | 0.10% | -59.2% |
Q3 2022 | $309,000 | -7.2% | 7,346 | -1.0% | 0.24% | -6.5% |
Q2 2022 | $333,000 | -15.9% | 7,420 | +0.0% | 0.26% | -77.0% |
Q1 2022 | $396,000 | -2.0% | 7,419 | +97.9% | 1.14% | +253.4% |
Q4 2021 | $404,000 | – | 3,748 | – | 0.32% | – |
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% |