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 | $532,606 | +0.9% | 10,684 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $528,050 | -1.4% | 10,214 | -8.8% | 0.00% | 0.0% |
| Q1 2023 | $535,618 | +58.1% | 11,194 | +48.1% | 0.00% | 0.0% |
| Q4 2022 | $338,689 | +5.5% | 7,558 | -1.2% | 0.00% | 0.0% |
| Q3 2022 | $321,000 | +4.6% | 7,649 | +10.0% | 0.00% | 0.0% |
| Q2 2022 | $307,000 | -39.4% | 6,953 | -26.8% | 0.00% | 0.0% |
| Q1 2022 | $507,000 | +7.4% | 9,500 | +127.7% | 0.00% | 0.0% |
| Q4 2021 | $472,000 | -39.5% | 4,173 | -44.4% | 0.00% | 0.0% |
| Q3 2021 | $780,000 | +236.2% | 7,512 | +237.2% | 0.00% | – |
| Q2 2021 | $232,000 | +11.0% | 2,228 | -31.1% | 0.00% | -100.0% |
| Q4 2017 | $209,000 | – | 3,235 | – | 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% |