SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $79,421,266 | -3.2% | 1,593,205 | +0.4% | 10.22% | +0.3% |
Q2 2023 | $82,066,218 | +8.4% | 1,587,354 | +0.3% | 10.20% | +8.5% |
Q1 2023 | $75,702,322 | +9.2% | 1,582,076 | +2.3% | 9.40% | +5.7% |
Q4 2022 | $69,323,171 | +7.9% | 1,547,047 | +1.1% | 8.89% | -0.9% |
Q3 2022 | $64,236,000 | -4.6% | 1,529,800 | +0.4% | 8.97% | +19.7% |
Q2 2022 | $67,311,000 | -16.5% | 1,523,219 | +0.8% | 7.50% | -2.7% |
Q1 2022 | $80,642,000 | -4.6% | 1,510,430 | +101.9% | 7.71% | +1.7% |
Q4 2021 | $84,558,000 | +10.2% | 748,238 | +1.3% | 7.58% | +4.6% |
Q3 2021 | $76,714,000 | – | 738,628 | – | 7.24% | – |
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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% |