SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,335 | -2.1% | 9,292 | -0.0% | 0.12% | +2.7% |
| Q2 2023 | $483,712 | -16.1% | 9,295 | -22.7% | 0.11% | -14.5% |
| Q1 2023 | $576,648 | -54.2% | 12,026 | -57.2% | 0.13% | -52.2% |
| Q4 2022 | $1,258,736 | -1.7% | 28,091 | -7.9% | 0.27% | -9.9% |
| Q3 2022 | $1,281,000 | -24.9% | 30,516 | -21.0% | 0.30% | -20.6% |
| Q2 2022 | $1,706,000 | -17.6% | 38,604 | -0.4% | 0.38% | -4.5% |
| Q1 2022 | $2,070,000 | -3.6% | 38,770 | +103.9% | 0.40% | -1.7% |
| Q4 2021 | $2,148,000 | +7.2% | 19,012 | -1.5% | 0.41% | +4.9% |
| Q3 2021 | $2,004,000 | +0.6% | 19,295 | +1.0% | 0.39% | -1.5% |
| Q2 2021 | $1,993,000 | +8.8% | 19,112 | +1.0% | 0.40% | -3.4% |
| Q1 2021 | $1,831,000 | +7.6% | 18,930 | -11.4% | 0.41% | -0.7% |
| Q3 2020 | $1,702,000 | -24.1% | 21,370 | -30.0% | 0.41% | -29.2% |
| Q2 2020 | $2,242,000 | -8.4% | 30,519 | -24.7% | 0.58% | -15.5% |
| Q1 2020 | $2,448,000 | -28.6% | 40,511 | -9.2% | 0.69% | -14.6% |
| Q4 2019 | $3,430,000 | +4.5% | 44,614 | -3.4% | 0.81% | +11.2% |
| Q3 2019 | $3,281,000 | – | 46,200 | – | 0.73% | – |
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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% |