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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,078,000 | -10.3% | 14,026 | -17.1% | 0.71% | -14.4% |
| Q3 2019 | $1,202,000 | +0.7% | 16,926 | 0.0% | 0.83% | +3.6% |
| Q2 2019 | $1,194,000 | +3.6% | 16,926 | 0.0% | 0.80% | -0.4% |
| Q1 2019 | $1,152,000 | +27.2% | 16,926 | +16.5% | 0.80% | +4.5% |
| Q4 2018 | $906,000 | – | 14,531 | – | 0.77% | – |
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% |