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 | $5,305,201 | -2.8% | 106,423 | +0.8% | 0.84% | -4.3% |
| Q2 2023 | $5,458,746 | +18.9% | 105,585 | +10.0% | 0.88% | -28.0% |
| Q1 2023 | $4,592,202 | +2361.0% | 95,971 | +2204.8% | 1.22% | +1588.9% |
| Q4 2022 | $186,598 | +7.2% | 4,164 | +0.4% | 0.07% | -8.9% |
| Q3 2022 | $174,000 | -4.4% | 4,146 | +0.4% | 0.08% | -6.0% |
| Q2 2022 | $182,000 | -17.3% | 4,128 | +0.4% | 0.08% | -1.2% |
| Q1 2022 | $220,000 | -6.0% | 4,112 | +98.4% | 0.08% | -16.7% |
| Q4 2021 | $234,000 | -15.2% | 2,073 | -21.9% | 0.10% | -27.1% |
| Q3 2021 | $276,000 | +28.4% | 2,654 | +29.0% | 0.14% | +21.7% |
| Q2 2021 | $215,000 | +8.6% | 2,058 | +0.3% | 0.12% | -12.9% |
| Q1 2021 | $198,000 | +6.5% | 2,052 | +0.3% | 0.13% | -5.0% |
| Q4 2020 | $186,000 | +14.8% | 2,046 | +0.4% | 0.14% | -5.4% |
| Q3 2020 | $162,000 | +8.7% | 2,038 | +0.6% | 0.15% | -1.3% |
| Q2 2020 | $149,000 | +0.7% | 2,025 | -17.4% | 0.15% | +28.4% |
| Q1 2020 | $148,000 | -72.7% | 2,453 | -65.3% | 0.12% | -64.7% |
| Q4 2019 | $543,000 | – | 7,063 | – | 0.33% | – |
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% |