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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2022 | $5,000 | 0.0% | 86 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | +25.0% | 43 | 0.0% | 0.00% | – |
Q3 2021 | $4,000 | -99.3% | 43 | -99.3% | 0.00% | -100.0% |
Q4 2020 | $587,000 | +14.2% | 6,450 | 0.0% | 0.09% | -3.3% |
Q3 2020 | $514,000 | +8.4% | 6,450 | 0.0% | 0.09% | +4.5% |
Q2 2020 | $474,000 | +21.5% | 6,450 | 0.0% | 0.09% | +7.3% |
Q1 2020 | $390,000 | -21.4% | 6,450 | 0.0% | 0.08% | +1.2% |
Q4 2019 | $496,000 | +8.3% | 6,450 | 0.0% | 0.08% | +2.5% |
Q3 2019 | $458,000 | +0.7% | 6,450 | 0.0% | 0.08% | -2.5% |
Q2 2019 | $455,000 | +3.6% | 6,450 | 0.0% | 0.08% | -1.2% |
Q1 2019 | $439,000 | -29.8% | 6,450 | -38.2% | 0.08% | -43.8% |
Q4 2018 | $625,000 | – | 10,434 | – | 0.15% | – |
Download |
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% |