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 | $278,438 | -16.3% | 5,586 | -13.1% | 0.01% | -12.5% |
| Q2 2023 | $332,492 | +11.9% | 6,431 | +3.6% | 0.02% | -11.1% |
| Q1 2023 | $297,004 | -38.8% | 6,207 | -42.7% | 0.02% | -47.1% |
| Q4 2022 | $485,364 | -2.7% | 10,832 | -8.8% | 0.03% | -17.1% |
| Q3 2022 | $499,000 | -10.4% | 11,880 | -5.7% | 0.04% | -10.9% |
| Q2 2022 | $557,000 | -25.7% | 12,603 | -10.3% | 0.05% | -13.2% |
| Q1 2022 | $750,000 | +36.9% | 14,054 | +189.8% | 0.05% | +29.3% |
| Q4 2021 | $548,000 | +125.5% | 4,849 | +107.1% | 0.04% | +24.2% |
| Q3 2021 | $243,000 | -0.4% | 2,341 | -7.3% | 0.03% | -29.8% |
| Q1 2021 | $244,000 | +134.6% | 2,525 | +78.6% | 0.05% | -17.5% |
| Q2 2020 | $104,000 | -35.0% | 1,414 | -37.8% | 0.06% | -69.0% |
| Q2 2019 | $160,000 | -22.3% | 2,275 | -24.9% | 0.18% | -32.4% |
| Q1 2019 | $206,000 | -96.1% | 3,028 | -96.3% | 0.27% | -94.4% |
| Q4 2018 | $5,316,000 | – | 81,706 | – | 4.90% | – |
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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% |