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 | $424,755 | -27.3% | 8,521 | -24.6% | 0.18% | -26.8% |
| Q2 2023 | $584,519 | +8.6% | 11,306 | +0.6% | 0.25% | -5.7% |
| Q1 2023 | $538,041 | +17.2% | 11,244 | +9.7% | 0.26% | +3.5% |
| Q4 2022 | $459,153 | -3.9% | 10,247 | -9.9% | 0.26% | -18.7% |
| Q3 2022 | $478,000 | +14.4% | 11,372 | +20.1% | 0.32% | +12.1% |
| Q2 2022 | $418,000 | -45.0% | 9,467 | -33.5% | 0.28% | -52.6% |
| Q1 2022 | $760,000 | +11.8% | 14,237 | +136.8% | 0.59% | +38.9% |
| Q4 2021 | $680,000 | – | 6,013 | – | 0.43% | – |
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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% |