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 | $619,137 | +14.5% | 12,420 | +18.7% | 0.02% | +14.3% |
| Q2 2023 | $540,937 | +129.2% | 10,463 | +112.1% | 0.01% | +133.3% |
| Q1 2023 | $235,996 | -48.0% | 4,932 | -42.0% | 0.01% | -71.4% |
| Q1 2022 | $454,000 | +62.1% | 8,499 | +242.4% | 0.02% | +23.5% |
| Q4 2021 | $280,000 | +40.0% | 2,482 | +20.3% | 0.02% | -5.6% |
| Q1 2021 | $200,000 | -86.3% | 2,063 | -88.8% | 0.02% | -80.9% |
| Q3 2020 | $1,465,000 | +16.7% | 18,390 | +7.7% | 0.09% | +8.0% |
| Q2 2020 | $1,255,000 | -53.3% | 17,079 | -61.6% | 0.09% | -55.4% |
| Q1 2020 | $2,685,000 | +612.2% | 44,426 | +806.7% | 0.20% | +786.4% |
| Q4 2019 | $377,000 | – | 4,900 | – | 0.02% | – |
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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% |