SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,820,522 | -3.6% | 36,520 | 0.0% | 1.12% | +65.2% |
| Q2 2023 | $1,888,084 | +8.0% | 36,520 | 0.0% | 0.68% | +7.4% |
| Q1 2023 | $1,747,482 | +6.8% | 36,520 | 0.0% | 0.63% | +8.2% |
| Q4 2022 | $1,636,461 | +6.7% | 36,520 | 0.0% | 0.58% | +63.3% |
| Q3 2022 | $1,533,000 | +178.7% | 36,520 | +193.6% | 0.36% | +200.0% |
| Q2 2022 | $550,000 | -17.2% | 12,440 | 0.0% | 0.12% | +16.7% |
| Q1 2022 | $664,000 | +14.7% | 12,440 | +143.0% | 0.10% | +22.9% |
| Q4 2021 | $579,000 | +8.8% | 5,120 | 0.0% | 0.08% | +2.5% |
| Q3 2021 | $532,000 | -0.4% | 5,120 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $534,000 | +7.9% | 5,120 | 0.0% | 0.08% | +11.1% |
| Q1 2021 | $495,000 | – | 5,120 | – | 0.07% | – |
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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% |