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 | $1,012 | -3.6% | 20,304 | -0.1% | 0.18% | -1.6% |
| Q2 2023 | $1,050 | +9.4% | 20,316 | +1.1% | 0.19% | +1.1% |
| Q1 2023 | $960 | +2.2% | 20,094 | -2.7% | 0.19% | -4.1% |
| Q4 2022 | $939 | -99.9% | 20,661 | +0.5% | 0.19% | -11.4% |
| Q3 2022 | $878,000 | -3.2% | 20,556 | +1.9% | 0.22% | -5.6% |
| Q2 2022 | $907,000 | -11.5% | 20,182 | +3.6% | 0.23% | +22.1% |
| Q1 2022 | $1,025,000 | -6.6% | 19,477 | +101.5% | 0.19% | -5.5% |
| Q4 2021 | $1,097,000 | +8.5% | 9,665 | +0.5% | 0.20% | -5.2% |
| Q3 2021 | $1,011,000 | +1.0% | 9,618 | +0.2% | 0.21% | -1.9% |
| Q2 2021 | $1,001,000 | +8.8% | 9,597 | +0.9% | 0.22% | -1.4% |
| Q1 2021 | $920,000 | +9.5% | 9,511 | +3.0% | 0.22% | +2.3% |
| Q4 2020 | $840,000 | +20.5% | 9,233 | +7.5% | 0.21% | +5.4% |
| Q3 2020 | $697,000 | +12.8% | 8,588 | +2.2% | 0.20% | +3.0% |
| Q2 2020 | $618,000 | +43.4% | 8,407 | +18.0% | 0.20% | +13.2% |
| Q1 2020 | $431,000 | 0.0% | 7,125 | +27.0% | 0.17% | +9.4% |
| Q4 2019 | $431,000 | +13.1% | 5,612 | +1.5% | 0.16% | -4.2% |
| Q3 2019 | $381,000 | -2.6% | 5,527 | +0.3% | 0.17% | -3.5% |
| Q2 2019 | $391,000 | +9.2% | 5,510 | +4.9% | 0.17% | -14.4% |
| Q1 2019 | $358,000 | +31.1% | 5,254 | +15.2% | 0.20% | +7.5% |
| Q4 2018 | $273,000 | – | 4,561 | – | 0.19% | – |
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% |