SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $159,420 | -34.1% | 3,198 | -31.6% | 0.01% | -25.0% |
| Q2 2023 | $241,853 | +8.0% | 4,678 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $223,842 | +6.8% | 4,678 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $209,621 | +6.9% | 4,678 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $196,000 | -5.3% | 4,678 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $207,000 | -17.2% | 4,678 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $250,000 | -5.3% | 4,678 | +100.0% | 0.01% | +7.7% |
| Q4 2021 | $264,000 | +8.6% | 2,339 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $243,000 | -0.4% | 2,339 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $244,000 | +8.0% | 2,339 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $226,000 | +6.1% | 2,339 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $213,000 | – | 2,339 | – | 0.01% | – |
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% |