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 | $269,948 | +25.2% | 5,415 | +29.9% | 0.03% | +22.7% |
| Q2 2023 | $215,611 | +10.7% | 4,170 | +2.5% | 0.02% | +4.8% |
| Q1 2023 | $194,714 | +9.3% | 4,069 | +2.3% | 0.02% | 0.0% |
| Q4 2022 | $178,217 | -47.4% | 3,977 | -50.8% | 0.02% | -56.2% |
| Q3 2022 | $339,000 | +87.3% | 8,076 | +97.3% | 0.05% | +54.8% |
| Q2 2022 | $181,000 | -25.8% | 4,093 | -10.5% | 0.03% | -20.5% |
| Q1 2022 | $244,000 | -1.2% | 4,575 | +109.2% | 0.04% | 0.0% |
| Q4 2021 | $247,000 | +9.8% | 2,187 | +0.9% | 0.04% | -13.3% |
| Q3 2021 | $225,000 | +4.7% | 2,168 | +5.2% | 0.04% | -10.0% |
| Q2 2021 | $215,000 | +1.9% | 2,060 | -5.6% | 0.05% | -19.4% |
| Q1 2021 | $211,000 | +13.4% | 2,183 | +7.1% | 0.06% | -1.6% |
| Q4 2020 | $186,000 | +14.8% | 2,039 | +0.2% | 0.06% | -6.0% |
| Q3 2020 | $162,000 | +23.7% | 2,035 | +14.3% | 0.07% | +8.1% |
| Q2 2020 | $131,000 | +12.9% | 1,781 | -7.5% | 0.06% | -15.1% |
| Q1 2020 | $116,000 | -30.1% | 1,926 | -10.7% | 0.07% | -24.0% |
| Q4 2019 | $166,000 | +10.7% | 2,156 | +2.2% | 0.10% | -2.0% |
| Q3 2019 | $150,000 | +29.3% | 2,110 | +28.0% | 0.10% | +14.0% |
| Q2 2019 | $116,000 | +10.5% | 1,648 | +6.9% | 0.09% | +3.6% |
| Q1 2019 | $105,000 | +15.4% | 1,542 | +2.1% | 0.08% | -1.2% |
| Q4 2018 | $91,000 | – | 1,511 | – | 0.08% | – |
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% |