SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387 | -3.0% | 7,770 | +0.6% | 0.03% | 0.0% |
| Q2 2023 | $399 | +7.8% | 7,723 | 0.0% | 0.03% | -19.5% |
| Q1 2023 | $370 | +9.8% | 7,723 | +2.8% | 0.04% | +2.5% |
| Q4 2022 | $337 | -99.9% | 7,516 | -2.4% | 0.04% | -4.8% |
| Q3 2022 | $323,000 | -12.7% | 7,703 | -8.0% | 0.04% | -6.7% |
| Q2 2022 | $370,000 | -19.4% | 8,377 | -2.5% | 0.04% | -4.3% |
| Q1 2022 | $459,000 | -6.1% | 8,591 | +98.5% | 0.05% | -2.1% |
| Q4 2021 | $489,000 | +19.3% | 4,328 | +9.8% | 0.05% | +14.3% |
| Q3 2021 | $410,000 | -30.0% | 3,943 | -29.8% | 0.04% | -31.1% |
| Q2 2021 | $586,000 | -1.3% | 5,616 | -8.5% | 0.06% | -11.6% |
| Q1 2021 | $594,000 | +6.5% | 6,139 | +0.0% | 0.07% | +1.5% |
| Q4 2020 | $558,000 | +0.4% | 6,138 | -12.1% | 0.07% | -19.0% |
| Q3 2020 | $556,000 | +1.6% | 6,980 | -6.2% | 0.08% | +6.3% |
| Q2 2020 | $547,000 | +20.2% | 7,445 | -1.2% | 0.08% | -1.2% |
| Q1 2020 | $455,000 | +9.4% | 7,534 | +39.2% | 0.08% | +33.3% |
| Q4 2019 | $416,000 | +0.7% | 5,414 | -7.0% | 0.06% | -6.2% |
| Q3 2019 | $413,000 | -2.8% | 5,822 | -3.4% | 0.06% | -8.6% |
| Q2 2019 | $425,000 | +10.1% | 6,027 | +6.2% | 0.07% | +4.5% |
| Q1 2019 | $386,000 | +16.6% | 5,677 | +2.9% | 0.07% | +13.6% |
| Q4 2018 | $331,000 | -6.8% | 5,516 | +2.1% | 0.06% | -1.7% |
| Q3 2018 | $355,000 | +0.6% | 5,400 | +0.9% | 0.06% | -1.6% |
| Q2 2018 | $353,000 | +7.0% | 5,351 | +3.4% | 0.06% | +1.7% |
| Q1 2018 | $330,000 | +8.6% | 5,174 | +9.8% | 0.06% | +5.3% |
| Q4 2017 | $304,000 | +11.8% | 4,711 | +5.6% | 0.06% | +7.5% |
| Q3 2017 | $272,000 | +8.4% | 4,462 | +4.1% | 0.05% | -14.5% |
| Q2 2017 | $251,000 | +3.3% | 4,285 | +0.7% | 0.06% | -4.6% |
| Q1 2017 | $243,000 | +8.0% | 4,256 | +2.4% | 0.06% | 0.0% |
| Q4 2016 | $225,000 | – | 4,155 | – | 0.06% | – |
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% |