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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $69,593 | -96.8% | 1,553 | -94.5% | 0.02% | -97.9% |
| Q4 2019 | $2,168,000 | +11.0% | 28,210 | +2.6% | 1.21% | -8.6% |
| Q3 2019 | $1,953,000 | -41.7% | 27,508 | -41.7% | 1.32% | -43.6% |
| Q2 2019 | $3,350,000 | +9.5% | 47,160 | +6.1% | 2.34% | +1.8% |
| Q1 2019 | $3,060,000 | +1.6% | 44,451 | +4.0% | 2.30% | +15.7% |
| Q3 2018 | $3,011,000 | +6.8% | 42,723 | +0.2% | 1.99% | -1.0% |
| Q2 2018 | $2,820,000 | +3.5% | 42,618 | -0.3% | 2.01% | -5.4% |
| Q1 2018 | $2,725,000 | -12.6% | 42,729 | -11.6% | 2.12% | -12.8% |
| Q4 2017 | $3,119,000 | +11.9% | 48,351 | +5.6% | 2.44% | +5.4% |
| Q3 2017 | $2,788,000 | +4.2% | 45,779 | +0.0% | 2.31% | -0.4% |
| Q2 2017 | $2,675,000 | +4.7% | 45,765 | +2.2% | 2.32% | +0.9% |
| Q1 2017 | $2,555,000 | +10.6% | 44,778 | +5.0% | 2.30% | +6.4% |
| Q4 2016 | $2,311,000 | +7.4% | 42,659 | +3.7% | 2.16% | +7.1% |
| Q3 2016 | $2,152,000 | +6.4% | 41,141 | +2.3% | 2.02% | +5.7% |
| Q2 2016 | $2,023,000 | +2.1% | 40,222 | +0.0% | 1.91% | -0.1% |
| Q1 2016 | $1,981,000 | +4.0% | 40,209 | +8.5% | 1.91% | +7.8% |
| Q4 2015 | $1,904,000 | – | 37,046 | – | 1.77% | – |
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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% |