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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $603,000,000 | +48.5% | 12,260 | +48.2% | 0.00% | 0.0% |
| Q4 2015 | $406,000,000 | +102945.7% | 8,272 | -2.7% | 0.00% | 0.0% |
| Q3 2015 | $394,000 | -99.9% | 8,498 | -3.7% | 0.00% | 0.0% |
| Q2 2015 | $443,166,000 | +8.8% | 8,823 | +9.4% | 0.00% | 0.0% |
| Q1 2015 | $407,159,000 | +2.9% | 8,066 | +1.5% | 0.00% | 0.0% |
| Q4 2014 | $395,722,000 | +21.7% | 7,943 | +16.1% | 0.00% | +100.0% |
| Q3 2014 | $325,243,000 | -0.5% | 6,840 | -0.1% | 0.00% | 0.0% |
| Q2 2014 | $326,777,000 | +6.9% | 6,848 | +2.4% | 0.00% | 0.0% |
| Q1 2014 | $305,704,000 | +1.6% | 6,688 | +0.0% | 0.00% | 0.0% |
| Q4 2013 | $300,982,000 | +179.7% | 6,687 | +155.3% | 0.00% | 0.0% |
| Q3 2013 | $107,614,000 | +28.1% | 2,619 | +21.3% | 0.00% | 0.0% |
| Q2 2013 | $84,007,000 | – | 2,159 | – | 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% |