SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $929,533 | -5.6% | 18,647 | -2.1% | 0.07% | -4.3% |
| Q2 2023 | $984,412 | -0.3% | 19,041 | -7.8% | 0.07% | -1.4% |
| Q1 2023 | $987,754 | +9.8% | 20,643 | +2.8% | 0.07% | +6.0% |
| Q4 2022 | $899,660 | -55.7% | 20,077 | -58.5% | 0.07% | -60.1% |
| Q3 2022 | $2,032,000 | +0.9% | 48,391 | +6.2% | 0.17% | +3.1% |
| Q2 2022 | $2,014,000 | -34.7% | 45,581 | -21.0% | 0.16% | -19.7% |
| Q1 2022 | $3,082,000 | +12.0% | 57,730 | +136.7% | 0.20% | +17.3% |
| Q4 2021 | $2,751,000 | +13.8% | 24,385 | +4.8% | 0.17% | +6.1% |
| Q3 2021 | $2,417,000 | +14.9% | 23,272 | +15.4% | 0.16% | +15.6% |
| Q2 2021 | $2,104,000 | +0.9% | 20,175 | -6.4% | 0.14% | -4.7% |
| Q1 2021 | $2,086,000 | +11.1% | 21,566 | +4.6% | 0.15% | +15.6% |
| Q4 2020 | $1,877,000 | +27.7% | 20,624 | +11.8% | 0.13% | +2.4% |
| Q3 2020 | $1,470,000 | +7.9% | 18,454 | -0.5% | 0.12% | -3.1% |
| Q2 2020 | $1,363,000 | -7.8% | 18,551 | -24.2% | 0.13% | -38.9% |
| Q1 2020 | $1,479,000 | -20.4% | 24,483 | +1.4% | 0.21% | +6.6% |
| Q4 2019 | $1,857,000 | +46.1% | 24,154 | +35.0% | 0.20% | +36.6% |
| Q3 2019 | $1,271,000 | +60.5% | 17,893 | +59.4% | 0.14% | +57.6% |
| Q2 2019 | $792,000 | +215.5% | 11,223 | +204.9% | 0.09% | +196.8% |
| Q1 2019 | $251,000 | -28.9% | 3,681 | -26.6% | 0.03% | -20.5% |
| Q3 2018 | $353,000 | +60.5% | 5,018 | +50.9% | 0.04% | +44.4% |
| Q2 2018 | $220,000 | +3.8% | 3,326 | +0.2% | 0.03% | -3.6% |
| Q1 2018 | $212,000 | -0.9% | 3,320 | +0.2% | 0.03% | -3.4% |
| Q4 2017 | $214,000 | – | 3,314 | – | 0.03% | – |
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% |