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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,755 | +4.0% | 36,677 | -2.6% | 0.72% | -4.1% |
| Q4 2022 | $1,687 | -99.9% | 37,641 | +1.3% | 0.75% | +1.1% |
| Q3 2022 | $1,560,000 | -5.1% | 37,142 | -0.1% | 0.74% | -1.3% |
| Q2 2022 | $1,643,000 | -17.0% | 37,171 | +0.3% | 0.75% | -6.9% |
| Q1 2022 | $1,979,000 | -4.9% | 37,070 | +101.4% | 0.81% | -0.1% |
| Q4 2021 | $2,080,000 | +9.3% | 18,407 | +0.5% | 0.81% | +2.1% |
| Q3 2021 | $1,903,000 | -10.0% | 18,323 | -9.6% | 0.79% | -13.4% |
| Q2 2021 | $2,114,000 | +7.7% | 20,272 | -0.1% | 0.92% | -14.6% |
| Q1 2021 | $1,963,000 | +3.9% | 20,294 | -2.3% | 1.07% | -4.4% |
| Q4 2020 | $1,889,000 | +12.1% | 20,762 | -1.8% | 1.12% | -1.2% |
| Q3 2020 | $1,685,000 | +6.2% | 21,153 | -2.0% | 1.14% | -4.8% |
| Q2 2020 | $1,586,000 | +23.3% | 21,582 | +1.4% | 1.19% | +6.3% |
| Q1 2020 | $1,286,000 | -20.0% | 21,283 | +1.8% | 1.12% | -15.4% |
| Q4 2019 | $1,607,000 | +8.9% | 20,899 | +0.6% | 1.33% | +1.3% |
| Q3 2019 | $1,476,000 | +2.6% | 20,781 | +1.9% | 1.31% | -1.2% |
| Q2 2019 | $1,438,000 | +6.3% | 20,394 | +2.5% | 1.32% | +0.3% |
| Q1 2019 | $1,353,000 | – | 19,888 | – | 1.32% | – |
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% |