SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,814 | +17.4% | 14,780 | +21.8% | 0.00% | +50.0% |
| Q2 2023 | $627,461 | +98094.2% | 12,136 | -9.2% | 0.00% | -33.3% |
| Q1 2023 | $639 | +16.0% | 13,369 | +8.5% | 0.00% | 0.0% |
| Q4 2022 | $551 | -99.9% | 12,326 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $553,000 | -7.4% | 13,192 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $597,000 | -30.6% | 13,516 | -16.1% | 0.00% | -25.0% |
| Q1 2022 | $860,000 | -1.7% | 16,110 | +107.9% | 0.00% | 0.0% |
| Q4 2021 | $875,000 | +73.3% | 7,749 | +59.1% | 0.00% | +33.3% |
| Q3 2021 | $505,000 | +77.8% | 4,869 | +78.6% | 0.00% | +50.0% |
| Q2 2021 | $284,000 | +545.5% | 2,726 | +492.6% | 0.00% | – |
| Q1 2021 | $44,000 | +10.0% | 460 | +3.6% | 0.00% | – |
| Q4 2020 | $40,000 | +14.3% | 444 | -1.3% | 0.00% | – |
| Q3 2020 | $35,000 | +105.9% | 450 | +94.0% | 0.00% | – |
| Q2 2020 | $17,000 | -22.7% | 232 | -35.7% | 0.00% | – |
| Q1 2020 | $22,000 | +22.2% | 361 | +56.3% | 0.00% | – |
| Q4 2019 | $18,000 | +12.5% | 231 | +0.4% | 0.00% | – |
| Q3 2019 | $16,000 | +6.7% | 230 | +9.5% | 0.00% | – |
| Q2 2019 | $15,000 | +114.3% | 210 | +112.1% | 0.00% | – |
| Q1 2019 | $7,000 | +133.3% | 99 | +106.2% | 0.00% | – |
| Q4 2018 | $3,000 | – | 48 | – | 0.00% | – |
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% |