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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $55 | -89.2% | 1,159 | -89.8% | 0.00% | -100.0% |
| Q4 2022 | $510 | -99.9% | 11,397 | +27.8% | 0.00% | – |
| Q3 2022 | $374,000 | +149.3% | 8,921 | +319.8% | 0.00% | – |
| Q3 2019 | $150,000 | +11.9% | 2,125 | +11.2% | 0.00% | – |
| Q2 2019 | $134,000 | -14.1% | 1,911 | -16.8% | 0.00% | – |
| Q1 2019 | $156,000 | +205.9% | 2,298 | +165.4% | 0.00% | – |
| Q4 2018 | $51,000 | +920.0% | 866 | +841.3% | 0.00% | – |
| Q1 2018 | $5,000 | -86.1% | 92 | -88.3% | 0.00% | -100.0% |
| Q3 2015 | $36,000 | +620.0% | 785 | +588.6% | 0.00% | – |
| Q2 2015 | $5,000 | – | 114 | – | 0.00% | – |
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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% |