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 | $1,235,482 | -3.6% | 24,784 | 0.0% | 0.06% | -3.1% |
Q2 2023 | $1,281,332 | +10.4% | 24,784 | +2.2% | 0.06% | +6.6% |
Q1 2023 | $1,160,650 | +6.8% | 24,256 | 0.0% | 0.06% | +10.9% |
Q4 2022 | $1,086,911 | +2.0% | 24,256 | -4.5% | 0.06% | +5.8% |
Q3 2022 | $1,066,000 | -2.7% | 25,394 | +2.3% | 0.05% | -1.9% |
Q2 2022 | $1,096,000 | -17.3% | 24,814 | +0.1% | 0.05% | -27.4% |
Q1 2022 | $1,325,000 | -4.3% | 24,798 | +102.5% | 0.07% | -1.4% |
Q4 2021 | $1,384,000 | – | 12,247 | – | 0.07% | – |
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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% |