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 | $5,765,302 | +11.3% | 115,653 | +15.4% | 1.70% | +9.6% |
| Q2 2023 | $5,181,012 | +9.5% | 100,213 | +1.4% | 1.55% | -0.2% |
| Q1 2023 | $4,731,312 | +14.9% | 98,878 | +7.6% | 1.56% | +9.0% |
| Q4 2022 | $4,118,666 | +10.4% | 91,914 | +3.5% | 1.43% | +2.3% |
| Q3 2022 | $3,729,000 | -3.9% | 88,804 | +1.1% | 1.40% | +1.1% |
| Q2 2022 | $3,882,000 | -34.9% | 87,849 | -21.3% | 1.38% | -20.7% |
| Q1 2022 | $5,960,000 | -18.0% | 111,629 | +73.6% | 1.74% | -11.2% |
| Q4 2021 | $7,267,000 | +10.8% | 64,308 | +1.9% | 1.96% | +1.5% |
| Q3 2021 | $6,557,000 | +0.5% | 63,131 | +0.9% | 1.93% | -2.6% |
| Q2 2021 | $6,523,000 | +47.9% | 62,562 | +37.2% | 1.98% | +30.3% |
| Q1 2021 | $4,409,000 | +3.8% | 45,590 | -2.4% | 1.52% | -1.1% |
| Q4 2020 | $4,248,000 | +22.7% | 46,691 | -0.9% | 1.54% | +2.6% |
| Q2 2020 | $3,462,000 | +22.9% | 47,118 | +1.1% | 1.50% | +2.0% |
| Q1 2020 | $2,817,000 | -42.8% | 46,619 | -27.2% | 1.47% | -27.5% |
| Q4 2019 | $4,926,000 | +10.2% | 64,074 | +1.8% | 2.03% | +2.8% |
| Q3 2019 | $4,472,000 | +26.0% | 62,962 | +25.2% | 1.97% | +23.8% |
| Q2 2019 | $3,548,000 | +162.8% | 50,307 | +153.5% | 1.59% | +133.8% |
| Q1 2019 | $1,350,000 | +23.6% | 19,842 | +8.8% | 0.68% | +1.5% |
| Q4 2018 | $1,092,000 | -26.8% | 18,229 | -14.0% | 0.67% | -13.9% |
| Q3 2018 | $1,492,000 | +24.3% | 21,195 | +16.6% | 0.78% | +11.0% |
| Q2 2018 | $1,200,000 | +16.5% | 18,183 | +12.6% | 0.70% | +12.7% |
| Q1 2018 | $1,030,000 | -5.9% | 16,144 | -0.9% | 0.62% | +7.6% |
| Q4 2017 | $1,094,000 | -0.6% | 16,289 | -7.9% | 0.58% | -4.0% |
| Q3 2017 | $1,101,000 | +349.4% | 17,692 | +323.9% | 0.60% | +304.7% |
| Q2 2017 | $245,000 | – | 4,174 | – | 0.15% | – |
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% |