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 | $59,820 | -3.6% | 1,200 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $62,040 | +8.0% | 1,200 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $57,420 | +6.8% | 1,200 | 0.0% | 0.02% | -11.1% |
Q4 2022 | $53,772 | +7.5% | 1,200 | 0.0% | 0.03% | +8.0% |
Q3 2022 | $50,000 | -5.7% | 1,200 | 0.0% | 0.02% | +4.2% |
Q2 2022 | $53,000 | -17.2% | 1,200 | 0.0% | 0.02% | -7.7% |
Q1 2022 | $64,000 | -5.9% | 1,200 | +100.0% | 0.03% | -3.7% |
Q4 2021 | $68,000 | +9.7% | 600 | 0.0% | 0.03% | -3.6% |
Q3 2021 | $62,000 | -1.6% | 600 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $63,000 | +8.6% | 600 | 0.0% | 0.03% | -3.4% |
Q1 2021 | $58,000 | +5.5% | 600 | 0.0% | 0.03% | -3.3% |
Q4 2020 | $55,000 | +14.6% | 600 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $48,000 | +9.1% | 600 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $44,000 | +22.2% | 600 | 0.0% | 0.03% | +25.0% |
Q1 2020 | $36,000 | – | 600 | – | 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% |