SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $33,793 | +7.2% | 706 | +0.3% | 0.03% | -3.2% |
| Q4 2022 | $31,524 | +8.7% | 704 | +0.6% | 0.03% | +10.7% |
| Q3 2022 | $29,000 | -99.7% | 700 | +75.0% | 0.03% | +250.0% |
| Q2 2022 | $10,152,000 | +27337.8% | 400 | -42.4% | 0.01% | -65.2% |
| Q1 2022 | $37,000 | +105.6% | 694 | -65.9% | 0.02% | – |
| Q4 2021 | $18,000 | -52.6% | 2,034 | +463.4% | 0.00% | -100.0% |
| Q2 2021 | $38,000 | -84.6% | 361 | -90.7% | 0.02% | -91.6% |
| Q1 2018 | $246,000 | – | 3,864 | – | 0.20% | – |
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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% |