SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,128,079 | +13.8% | 82,810 | +18.0% | 0.00% | +100.0% |
| Q2 2023 | $3,627,944 | +17.1% | 70,173 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $3,097,665 | +8.7% | 64,737 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $2,849,871 | +6.7% | 63,599 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,672,000 | -3.5% | 63,624 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $2,770,000 | -17.8% | 62,678 | -0.6% | 0.00% | 0.0% |
| Q1 2022 | $3,368,000 | +4.3% | 63,074 | +120.7% | 0.00% | 0.0% |
| Q4 2021 | $3,230,000 | +8.8% | 28,585 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,970,000 | +1137.5% | 28,597 | +817.2% | 0.00% | – |
| Q4 2019 | $240,000 | +8.6% | 3,118 | 0.0% | 0.00% | – |
| Q3 2019 | $221,000 | -34.4% | 3,118 | -53.5% | 0.00% | – |
| Q2 2016 | $337,000 | +190.5% | 6,701 | +191.7% | 0.00% | – |
| Q1 2015 | $116,000 | – | 2,297 | – | 0.00% | – |
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% |