SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267,703 | +8.0% | 5,178 | 0.0% | 0.05% | +24.4% |
| Q1 2023 | $247,767 | +102707.9% | 5,178 | -3.7% | 0.04% | 0.0% |
| Q4 2022 | $241 | -99.9% | 5,378 | -10.8% | 0.04% | -8.9% |
| Q3 2022 | $253,000 | -4.9% | 6,028 | 0.0% | 0.04% | +4.7% |
| Q2 2022 | $266,000 | -17.4% | 6,028 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $322,000 | -8.3% | 6,028 | +93.8% | 0.04% | +2.3% |
| Q4 2021 | $351,000 | +3.8% | 3,110 | -4.5% | 0.04% | -6.5% |
| Q3 2021 | $338,000 | -0.6% | 3,258 | 0.0% | 0.05% | +2.2% |
| Q2 2021 | $340,000 | +7.9% | 3,258 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $315,000 | +6.4% | 3,258 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $296,000 | +4.6% | 3,258 | -8.4% | 0.04% | -6.4% |
| Q3 2020 | $283,000 | +41.5% | 3,558 | +30.6% | 0.05% | +30.6% |
| Q2 2020 | $200,000 | -4.3% | 2,724 | 0.0% | 0.04% | +5.9% |
| Q4 2019 | $209,000 | – | 2,724 | – | 0.03% | – |
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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% |