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 | $471,083 | -3.6% | 9,450 | 0.0% | 0.07% | -5.1% |
| Q2 2023 | $488,565 | +8.0% | 9,450 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $452,183 | +6.8% | 9,450 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $423,455 | +1.5% | 9,450 | 0.0% | 0.08% | -17.2% |
| Q3 2022 | $417,000 | -0.2% | 9,450 | 0.0% | 0.09% | +24.0% |
| Q2 2022 | $418,000 | -17.2% | 9,450 | 0.0% | 0.08% | -8.5% |
| Q1 2022 | $505,000 | -5.4% | 9,450 | +100.0% | 0.08% | -4.7% |
| Q4 2021 | $534,000 | +8.8% | 4,725 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $491,000 | -0.4% | 4,725 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $493,000 | +5.3% | 4,725 | -2.3% | 0.09% | -3.3% |
| Q1 2021 | $468,000 | +6.4% | 4,835 | 0.0% | 0.09% | -3.2% |
| Q4 2020 | $440,000 | +14.3% | 4,835 | 0.0% | 0.10% | +4.4% |
| Q3 2020 | $385,000 | +8.5% | 4,835 | 0.0% | 0.09% | +2.2% |
| Q2 2020 | $355,000 | – | 4,835 | – | 0.09% | – |
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% |