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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,848,243 | -12.7% | 37,076 | -9.5% | 0.17% | -13.6% |
| Q2 2023 | $2,117,711 | +5.3% | 40,962 | -2.5% | 0.20% | -2.0% |
| Q1 2023 | $2,010,421 | +1.1% | 42,015 | -5.4% | 0.20% | -4.7% |
| Q4 2022 | $1,989,318 | -7.0% | 44,394 | -12.9% | 0.21% | -10.9% |
| Q3 2022 | $2,140,000 | -17.3% | 50,974 | -12.9% | 0.24% | -12.8% |
| Q2 2022 | $2,587,000 | -18.6% | 58,535 | -1.6% | 0.27% | -2.5% |
| Q1 2022 | $3,177,000 | -0.5% | 59,510 | +110.6% | 0.28% | +10.7% |
| Q4 2021 | $3,194,000 | +19.3% | 28,264 | +9.6% | 0.25% | +9.5% |
| Q3 2021 | $2,677,000 | +12.7% | 25,778 | +13.1% | 0.23% | +14.4% |
| Q2 2021 | $2,376,000 | +15.8% | 22,784 | +12.9% | 0.20% | +13.5% |
| Q1 2021 | $2,051,000 | +23.9% | 20,175 | +10.9% | 0.18% | +12.7% |
| Q4 2020 | $1,655,000 | +38.6% | 18,187 | +21.3% | 0.16% | +21.5% |
| Q3 2020 | $1,194,000 | – | 14,992 | – | 0.13% | – |
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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% |