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 | $946,028 | -2.6% | 18,977 | +1.0% | 0.35% | +5.1% |
| Q2 2023 | $971,495 | +8.1% | 18,791 | +0.0% | 0.34% | +10.2% |
| Q1 2023 | $899,054 | +21.1% | 18,789 | +13.4% | 0.30% | +64.0% |
| Q4 2022 | $742,681 | +205.6% | 16,574 | +185.3% | 0.19% | +104.4% |
| Q3 2022 | $243,000 | +13.6% | 5,809 | +19.8% | 0.09% | 0.0% |
| Q2 2022 | $214,000 | -16.7% | 4,848 | +0.5% | 0.09% | +11.0% |
| Q1 2022 | $257,000 | -4.1% | 4,825 | +102.9% | 0.08% | -6.8% |
| Q4 2021 | $268,000 | +16.0% | 2,378 | +6.8% | 0.09% | -1.1% |
| Q3 2021 | $231,000 | -3.8% | 2,226 | -3.6% | 0.09% | -16.8% |
| Q2 2021 | $240,000 | +33.3% | 2,309 | +16.3% | 0.11% | +4.9% |
| Q4 2020 | $180,000 | – | 1,985 | – | 0.10% | – |
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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% |