SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,735 | -3.0% | 8,340 | +0.6% | 0.10% | 0.0% |
| Q2 2023 | $428,546 | +9.3% | 8,289 | +1.2% | 0.10% | +5.0% |
| Q1 2023 | $392,070 | +6.8% | 8,194 | -0.0% | 0.10% | +5.3% |
| Q4 2022 | $367,224 | -14.2% | 8,195 | -19.6% | 0.10% | -22.1% |
| Q3 2022 | $428,000 | -7.4% | 10,194 | -2.6% | 0.12% | -2.4% |
| Q2 2022 | $462,000 | -16.8% | 10,462 | +0.7% | 0.12% | -6.7% |
| Q1 2022 | $555,000 | -10.0% | 10,391 | +90.5% | 0.13% | -5.0% |
| Q4 2021 | $617,000 | +7.3% | 5,456 | -1.4% | 0.14% | -14.0% |
| Q3 2021 | $575,000 | -0.7% | 5,536 | -0.3% | 0.16% | +0.6% |
| Q2 2021 | $579,000 | +18.4% | 5,555 | +9.8% | 0.16% | +12.4% |
| Q1 2021 | $489,000 | +5.2% | 5,060 | -1.0% | 0.14% | -7.1% |
| Q4 2020 | $465,000 | +8.9% | 5,109 | -4.8% | 0.16% | -4.9% |
| Q3 2020 | $427,000 | +22.0% | 5,364 | +12.8% | 0.16% | +17.1% |
| Q2 2020 | $350,000 | +6.1% | 4,757 | -13.0% | 0.14% | -9.7% |
| Q1 2020 | $330,000 | -18.7% | 5,466 | +3.4% | 0.16% | 0.0% |
| Q4 2019 | $406,000 | +8.3% | 5,284 | -0.0% | 0.16% | -0.6% |
| Q3 2019 | $375,000 | +1.6% | 5,285 | +1.0% | 0.16% | +0.6% |
| Q2 2019 | $369,000 | -29.4% | 5,232 | -32.0% | 0.16% | -31.4% |
| Q1 2019 | $523,000 | +3.6% | 7,693 | -8.8% | 0.23% | -9.6% |
| Q4 2018 | $505,000 | -20.0% | 8,431 | -5.9% | 0.25% | -9.4% |
| Q3 2018 | $631,000 | +6.6% | 8,960 | -0.1% | 0.28% | -0.7% |
| Q2 2018 | $592,000 | +3.5% | 8,968 | +0.1% | 0.28% | +4.1% |
| Q1 2018 | $572,000 | +4.4% | 8,963 | +5.5% | 0.27% | +6.4% |
| Q4 2017 | $548,000 | +5.4% | 8,498 | -0.5% | 0.25% | -6.0% |
| Q3 2017 | $520,000 | +12.6% | 8,539 | +8.0% | 0.27% | +6.8% |
| Q2 2017 | $462,000 | +2.2% | 7,910 | -0.2% | 0.25% | -0.8% |
| Q1 2017 | $452,000 | +4.4% | 7,927 | -0.8% | 0.25% | -0.8% |
| Q4 2016 | $433,000 | -0.7% | 7,992 | -4.1% | 0.25% | -5.9% |
| Q3 2016 | $436,000 | +8.7% | 8,331 | +4.5% | 0.27% | +3.8% |
| Q2 2016 | $401,000 | +2.3% | 7,976 | +0.2% | 0.26% | -3.0% |
| Q1 2016 | $392,000 | 0.0% | 7,958 | -0.4% | 0.27% | -23.4% |
| Q4 2015 | $392,000 | – | 7,992 | – | 0.35% | – |
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% |