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 | $490 | +2.7% | 9,824 | +6.4% | 0.02% | +5.9% |
| Q2 2023 | $477 | +7.9% | 9,232 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $442 | +11.3% | 9,228 | +4.2% | 0.02% | +6.2% |
| Q4 2022 | $397 | -99.9% | 8,860 | -7.9% | 0.02% | -20.0% |
| Q3 2022 | $404,000 | +36.5% | 9,621 | +43.5% | 0.02% | +53.8% |
| Q2 2022 | $296,000 | +40.3% | 6,703 | +70.0% | 0.01% | +44.4% |
| Q1 2022 | $211,000 | – | 3,944 | – | 0.01% | – |
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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% |