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 | $8,716,962 | -5.8% | 174,864 | -2.3% | 0.07% | 0.0% |
| Q2 2023 | $9,249,970 | +11.6% | 178,915 | +3.3% | 0.07% | -18.5% |
| Q1 2023 | $8,290,515 | +325.9% | 173,260 | +298.8% | 0.08% | +237.5% |
| Q4 2022 | $1,946,795 | +8.5% | 43,445 | +1.6% | 0.02% | +4.3% |
| Q3 2022 | $1,794,000 | +15.4% | 42,741 | +21.5% | 0.02% | +9.5% |
| Q2 2022 | $1,554,000 | -15.5% | 35,180 | +2.1% | 0.02% | +5.0% |
| Q1 2022 | $1,838,000 | +20.9% | 34,444 | +156.0% | 0.02% | +17.6% |
| Q4 2021 | $1,520,000 | -4.1% | 13,457 | -11.9% | 0.02% | -22.7% |
| Q3 2021 | $1,585,000 | -0.4% | 15,269 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,592,000 | +165.3% | 15,264 | +146.0% | 0.02% | +120.0% |
| Q1 2021 | $600,000 | +6.4% | 6,204 | +0.1% | 0.01% | -16.7% |
| Q4 2020 | $564,000 | +79.6% | 6,199 | +57.4% | 0.01% | +50.0% |
| Q3 2020 | $314,000 | – | 3,939 | – | 0.01% | – |
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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% |