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 | $227,756 | -3.3% | 4,569 | +0.2% | 0.04% | 0.0% |
| Q2 2023 | $235,632 | +8.4% | 4,558 | +0.3% | 0.04% | -2.6% |
| Q1 2023 | $217,394 | +7.1% | 4,543 | +0.3% | 0.04% | 0.0% |
| Q4 2022 | $202,910 | -16.8% | 4,528 | -22.1% | 0.04% | -23.5% |
| Q3 2022 | $244,000 | -4.7% | 5,811 | +0.4% | 0.05% | -5.6% |
| Q2 2022 | $256,000 | -16.9% | 5,790 | +0.3% | 0.05% | -6.9% |
| Q1 2022 | $308,000 | -5.5% | 5,772 | +100.4% | 0.06% | -7.9% |
| Q4 2021 | $326,000 | +9.4% | 2,880 | +0.3% | 0.06% | +3.3% |
| Q3 2021 | $298,000 | -32.7% | 2,872 | -32.3% | 0.06% | -39.0% |
| Q2 2021 | $443,000 | +5.0% | 4,245 | -2.7% | 0.10% | -2.9% |
| Q1 2021 | $422,000 | -5.0% | 4,365 | -10.6% | 0.10% | -8.0% |
| Q4 2020 | $444,000 | +10.2% | 4,883 | -3.5% | 0.11% | -22.8% |
| Q3 2020 | $403,000 | +8.9% | 5,058 | +0.5% | 0.14% | +1.4% |
| Q2 2020 | $370,000 | +24.6% | 5,031 | +2.6% | 0.14% | +3.6% |
| Q1 2020 | $297,000 | -21.4% | 4,903 | -0.1% | 0.14% | +0.7% |
| Q4 2019 | $378,000 | -0.8% | 4,910 | -8.3% | 0.14% | -7.4% |
| Q3 2019 | $381,000 | +1.1% | 5,356 | +0.3% | 0.15% | -0.7% |
| Q2 2019 | $377,000 | -8.7% | 5,338 | -11.9% | 0.15% | -13.4% |
| Q1 2019 | $413,000 | -44.3% | 6,057 | -51.1% | 0.17% | -53.6% |
| Q4 2018 | $742,000 | -12.3% | 12,380 | +3.1% | 0.37% | -0.5% |
| Q3 2018 | $846,000 | +8.7% | 12,008 | +1.9% | 0.37% | +3.9% |
| Q2 2018 | $778,000 | +3.5% | 11,780 | -0.0% | 0.36% | 0.0% |
| Q1 2018 | $752,000 | +1.6% | 11,785 | +2.8% | 0.36% | -3.5% |
| Q4 2017 | $740,000 | +6.2% | 11,467 | +0.3% | 0.37% | +0.8% |
| Q3 2017 | $697,000 | -1.7% | 11,429 | -5.7% | 0.37% | -6.1% |
| Q2 2017 | $709,000 | -6.3% | 12,119 | -8.6% | 0.39% | -10.1% |
| Q1 2017 | $757,000 | +6.5% | 13,257 | +1.0% | 0.44% | +0.9% |
| Q4 2016 | $711,000 | +28.1% | 13,121 | +23.7% | 0.43% | +19.9% |
| Q3 2016 | $555,000 | +6.9% | 10,607 | +2.8% | 0.36% | -0.3% |
| Q2 2016 | $519,000 | +8.8% | 10,316 | +6.7% | 0.36% | +1.4% |
| Q1 2016 | $477,000 | +9.2% | 9,669 | +8.6% | 0.36% | 0.0% |
| Q4 2015 | $437,000 | +14.7% | 8,906 | +8.7% | 0.36% | +15.2% |
| Q3 2015 | $381,000 | -6.8% | 8,194 | +0.8% | 0.31% | +1.3% |
| Q2 2015 | $409,000 | -6.2% | 8,128 | -5.7% | 0.31% | -7.8% |
| Q1 2015 | $436,000 | +16.3% | 8,621 | +14.7% | 0.33% | +14.5% |
| Q4 2014 | $375,000 | +7.4% | 7,518 | +2.5% | 0.29% | +3.9% |
| Q3 2014 | $349,000 | -0.3% | 7,337 | +0.3% | 0.28% | +1.8% |
| Q2 2014 | $350,000 | +14.0% | 7,316 | +9.2% | 0.27% | +4.6% |
| Q1 2014 | $307,000 | +18.1% | 6,701 | +16.4% | 0.26% | +16.4% |
| Q4 2013 | $260,000 | – | 5,755 | – | 0.22% | – |
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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% |