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 | $7,515,016 | +141.5% | 150,753 | +150.5% | 3.94% | +140.2% |
| Q2 2023 | $3,111,619 | +36.6% | 60,186 | +26.5% | 1.64% | +23.4% |
| Q1 2023 | $2,277,264 | +9.1% | 47,592 | +6.7% | 1.33% | +11.1% |
| Q4 2022 | $2,088,103 | +12.1% | 44,618 | +0.6% | 1.20% | +14.8% |
| Q3 2022 | $1,862,000 | -13.2% | 44,345 | -8.6% | 1.04% | -10.5% |
| Q2 2022 | $2,145,000 | +25.8% | 48,531 | +51.9% | 1.16% | +31.5% |
| Q1 2022 | $1,705,000 | -2.2% | 31,941 | +107.0% | 0.89% | -6.0% |
| Q4 2021 | $1,743,000 | +10.5% | 15,428 | +1.6% | 0.94% | +1.6% |
| Q3 2021 | $1,577,000 | +0.8% | 15,182 | +1.2% | 0.93% | -4.4% |
| Q2 2021 | $1,564,000 | +8.0% | 15,000 | +0.2% | 0.97% | +0.5% |
| Q1 2021 | $1,448,000 | +6.8% | 14,969 | +0.5% | 0.97% | -6.8% |
| Q4 2020 | $1,356,000 | – | 14,899 | – | 1.04% | – |
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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% |