SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 742 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.65 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $277,000 | -12.9% | 2,452 | -19.7% | 0.00% | 0.0% |
Q4 2021 | $318,000 | 0.0% | 3,053 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $318,000 | 0.0% | 3,053 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $318,000 | -77.5% | 3,053 | -79.1% | 0.00% | -75.0% |
Q1 2021 | $1,414,000 | +7.4% | 14,624 | +1.0% | 0.00% | 0.0% |
Q4 2020 | $1,317,000 | +506.9% | 14,479 | +431.3% | 0.00% | +300.0% |
Q3 2020 | $217,000 | -3.1% | 2,725 | -6.4% | 0.00% | 0.0% |
Q4 2019 | $224,000 | +6.2% | 2,912 | -2.1% | 0.00% | 0.0% |
Q3 2019 | $211,000 | -23.0% | 2,975 | -23.5% | 0.00% | 0.0% |
Q2 2019 | $274,000 | +34.3% | 3,891 | +29.7% | 0.00% | 0.0% |
Q1 2019 | $204,000 | -3.8% | 3,000 | -0.5% | 0.00% | 0.0% |
Q4 2018 | $212,000 | 0.0% | 3,015 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $212,000 | – | 3,015 | – | 0.00% | – |
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% |