SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,692 | -6.8% | 4,126 | -3.3% | 0.15% | +5.5% |
| Q2 2023 | $220,699 | +7.9% | 4,269 | -0.2% | 0.14% | -2.0% |
| Q1 2023 | $204,589 | +1.9% | 4,276 | -4.5% | 0.15% | -12.9% |
| Q4 2022 | $200,680 | -28.8% | 4,478 | -33.4% | 0.17% | -27.0% |
| Q3 2022 | $282,000 | -85.2% | 6,719 | -84.4% | 0.23% | -83.9% |
| Q2 2022 | $1,906,000 | +62.1% | 43,143 | +95.9% | 1.45% | +96.3% |
| Q1 2022 | $1,176,000 | -30.4% | 22,019 | +47.3% | 0.74% | -23.5% |
| Q4 2021 | $1,689,000 | – | 14,947 | – | 0.96% | – |
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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% |