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 | $263,606 | -3.6% | 5,288 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $273,389 | +3.2% | 5,288 | -4.5% | 0.02% | 0.0% |
| Q1 2023 | $264,993 | +17.4% | 5,538 | +9.9% | 0.02% | +13.3% |
| Q4 2022 | $225,753 | -28.8% | 5,038 | -29.9% | 0.02% | -31.8% |
| Q2 2022 | $317,000 | -22.7% | 7,185 | -6.5% | 0.02% | -15.4% |
| Q1 2022 | $410,000 | -9.1% | 7,688 | +92.4% | 0.03% | -10.3% |
| Q4 2021 | $451,000 | +19.6% | 3,996 | +10.0% | 0.03% | +11.5% |
| Q3 2021 | $377,000 | -0.3% | 3,632 | +0.0% | 0.03% | 0.0% |
| Q2 2021 | $378,000 | +11.8% | 3,631 | +3.9% | 0.03% | +116.7% |
| Q1 2021 | $338,000 | +5.6% | 3,495 | -0.9% | 0.01% | -7.7% |
| Q4 2020 | $320,000 | +14.3% | 3,525 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $280,000 | +7.7% | 3,525 | -0.7% | 0.01% | 0.0% |
| Q2 2020 | $260,000 | -35.5% | 3,550 | -46.8% | 0.01% | -45.8% |
| Q1 2020 | $403,000 | -16.0% | 6,670 | +6.8% | 0.02% | 0.0% |
| Q4 2019 | $480,000 | +14.0% | 6,245 | +5.2% | 0.02% | +14.3% |
| Q3 2019 | $421,000 | +1.4% | 5,935 | +0.8% | 0.02% | 0.0% |
| Q2 2019 | $415,000 | +4.5% | 5,885 | +0.9% | 0.02% | 0.0% |
| Q1 2019 | $397,000 | +23.3% | 5,835 | +8.4% | 0.02% | +10.5% |
| Q4 2018 | $322,000 | +4.5% | 5,385 | +23.2% | 0.02% | +11.8% |
| Q3 2018 | $308,000 | +12.4% | 4,370 | +5.4% | 0.02% | +6.2% |
| Q2 2018 | $274,000 | +3.4% | 4,145 | -23.2% | 0.02% | -27.3% |
| Q4 2015 | $265,000 | – | 5,400 | – | 0.02% | – |
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% |