SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,757 | -3.6% | 12,994 | 0.0% | 0.11% | -2.6% |
| Q2 2023 | $671,797 | +8.0% | 12,994 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $621,769 | +6.8% | 12,994 | 0.0% | 0.12% | -9.7% |
| Q4 2022 | $582,267 | +6.6% | 12,994 | 0.0% | 0.13% | +2.3% |
| Q3 2022 | $546,000 | -4.9% | 12,994 | 0.0% | 0.13% | +4.8% |
| Q2 2022 | $574,000 | -17.3% | 12,994 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $694,000 | -5.4% | 12,994 | +100.0% | 0.12% | +3.3% |
| Q4 2021 | $734,000 | +8.7% | 6,497 | 0.0% | 0.12% | -4.0% |
| Q3 2021 | $675,000 | -0.3% | 6,497 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $677,000 | -17.2% | 6,497 | -23.2% | 0.13% | -26.3% |
| Q1 2021 | $818,000 | +6.0% | 8,461 | -0.3% | 0.17% | +6.9% |
| Q4 2020 | $772,000 | +9.8% | 8,485 | -3.9% | 0.16% | -10.1% |
| Q3 2020 | $703,000 | -36.4% | 8,829 | -41.4% | 0.18% | -41.8% |
| Q2 2020 | $1,106,000 | – | 15,057 | – | 0.31% | – |
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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% |