WBI INVESTMENTS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.

Quarter-by-quarter ownership
WBI INVESTMENTS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$9,977,000
+24.3%
186,880
+141.9%
1.62%
+20.0%
Q3 2021$8,024,000
+1.8%
77,267
-21.9%
1.35%
+11.1%
Q3 2020$7,881,000
-20.3%
98,955
-26.5%
1.21%
-23.5%
Q2 2020$9,892,000134,6391.58%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 690,261$34,389,00031.11%
PLANNING ALTERNATIVES LTD /ADV 1,742,741$86,823,00018.64%
HT Partners LLC 560,966$27,947,00017.62%
Retirement Planning Group, LLC 939,067$46,784,00014.42%
FAS Wealth Partners, Inc. 529,480$26,379,00013.93%
HENGEHOLD CAPITAL MANAGEMENT LLC 768,781$38,301,00013.52%
KAYS FINANCIAL ADVISORY CORP /ADV 284,289$14,163,0009.59%
Apriem Advisors 466,936$23,263,0008.57%
Financial Management Professionals, Inc. 294,291$14,662,0008.10%
Destination Wealth Management 1,304,408$64,986,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders