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 | $2,978,439 | +2.1% | 59,748 | +5.8% | 0.07% | +4.6% |
| Q2 2023 | $2,918,306 | +26.2% | 56,447 | +16.8% | 0.06% | +16.1% |
| Q1 2023 | $2,313,075 | +21.4% | 48,340 | +21.6% | 0.06% | +7.7% |
| Q4 2022 | $1,904,806 | +12.2% | 39,766 | -1.7% | 0.05% | -20.0% |
| Q3 2022 | $1,698,000 | +8.8% | 40,438 | +14.5% | 0.06% | +22.6% |
| Q2 2022 | $1,561,000 | +39.9% | 35,325 | +69.0% | 0.05% | +20.5% |
| Q1 2022 | $1,116,000 | +68.6% | 20,903 | +256.8% | 0.04% | +63.0% |
| Q4 2021 | $662,000 | +13.9% | 5,858 | +4.7% | 0.03% | 0.0% |
| Q3 2021 | $581,000 | +15.7% | 5,594 | +16.2% | 0.03% | +17.4% |
| Q2 2021 | $502,000 | +23.6% | 4,814 | +14.7% | 0.02% | +9.5% |
| Q1 2021 | $406,000 | +28.5% | 4,198 | +20.9% | 0.02% | -8.7% |
| Q4 2020 | $316,000 | -6.2% | 3,473 | -17.9% | 0.02% | -20.7% |
| Q3 2020 | $337,000 | +45.3% | 4,232 | +34.0% | 0.03% | +31.8% |
| Q2 2020 | $232,000 | -5.3% | 3,158 | -0.9% | 0.02% | +4.8% |
| Q4 2019 | $245,000 | +380.4% | 3,187 | +311.2% | 0.02% | +250.0% |
| Q2 2018 | $51,000 | – | 775 | – | 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% |