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 | $380,262 | -3.3% | 7,628 | +0.3% | 0.07% | +20.0% |
| Q2 2023 | $393,210 | +13.7% | 7,606 | +5.3% | 0.06% | +10.0% |
| Q1 2023 | $345,723 | +7.1% | 7,225 | +0.3% | 0.05% | -2.0% |
| Q4 2022 | $322,816 | -5.6% | 7,204 | -11.4% | 0.05% | -17.7% |
| Q3 2022 | $342,000 | -4.5% | 8,134 | +0.3% | 0.06% | -21.5% |
| Q2 2022 | $358,000 | -17.1% | 8,111 | +0.3% | 0.08% | -6.0% |
| Q1 2022 | $432,000 | -5.3% | 8,090 | +100.3% | 0.08% | -9.7% |
| Q4 2021 | $456,000 | +20.0% | 4,039 | +10.4% | 0.09% | +3.3% |
| Q3 2021 | $380,000 | -0.3% | 3,660 | +0.2% | 0.09% | -5.3% |
| Q2 2021 | $381,000 | – | 3,653 | – | 0.10% | – |
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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% |