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 | $2,279,698 | -3.4% | 45,731 | +0.2% | 0.23% | -2.6% |
Q2 2023 | $2,360,009 | +11.0% | 45,648 | +2.7% | 0.23% | +5.9% |
Q1 2023 | $2,125,983 | +17.1% | 44,430 | +9.7% | 0.22% | +7.3% |
Q4 2022 | $1,815,551 | -4.7% | 40,517 | -10.7% | 0.21% | -18.3% |
Q3 2022 | $1,905,000 | +5.2% | 45,359 | +10.7% | 0.25% | +3.7% |
Q2 2022 | $1,811,000 | -7.3% | 40,992 | +12.0% | 0.24% | +3.0% |
Q1 2022 | $1,953,000 | -34.6% | 36,589 | +38.4% | 0.24% | -33.7% |
Q4 2021 | $2,987,000 | +67.3% | 26,433 | +53.8% | 0.36% | +43.0% |
Q3 2021 | $1,785,000 | +1.8% | 17,185 | +2.2% | 0.25% | -2.0% |
Q2 2021 | $1,753,000 | +12.5% | 16,809 | +4.3% | 0.25% | +0.4% |
Q1 2021 | $1,558,000 | +7.4% | 16,111 | +1.1% | 0.25% | -5.9% |
Q4 2020 | $1,450,000 | -5.6% | 15,940 | -17.4% | 0.27% | -19.7% |
Q3 2020 | $1,536,000 | -51.7% | 19,288 | -55.4% | 0.34% | -52.3% |
Q2 2020 | $3,177,000 | +116.3% | 43,240 | +78.5% | 0.70% | +185.8% |
Q1 2020 | $1,469,000 | -30.0% | 24,219 | -12.9% | 0.25% | -2.8% |
Q4 2019 | $2,100,000 | – | 27,794 | – | 0.25% | – |
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% |