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 | $10,237,569 | -0.3% | 205,367 | +3.4% | 6.28% | +1.4% |
| Q2 2023 | $10,264,795 | +6.4% | 198,545 | -1.5% | 6.19% | +8.3% |
| Q1 2023 | $9,645,351 | +9.7% | 201,575 | +2.7% | 5.72% | +2.3% |
| Q4 2022 | $8,793,687 | +6.6% | 196,244 | -0.1% | 5.59% | -1.3% |
| Q3 2022 | $8,250,000 | -4.1% | 196,474 | +0.9% | 5.66% | -10.0% |
| Q2 2022 | $8,602,000 | -15.7% | 194,665 | +1.8% | 6.29% | -3.7% |
| Q1 2022 | $10,207,000 | -3.2% | 191,175 | +104.9% | 6.53% | +5.6% |
| Q4 2021 | $10,544,000 | – | 93,298 | – | 6.19% | – |
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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% |