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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,757 | -3.3% | 497 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $25,595 | +8.4% | 495 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $23,617 | +11.2% | 494 | +4.2% | 0.00% | 0.0% |
| Q4 2022 | $21,238 | +11.8% | 474 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -17.4% | 472 | -8.9% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 518 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 488 | +100.8% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 243 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -87.9% | 242 | -87.7% | 0.00% | -87.5% |
| Q2 2021 | $207,000 | -20.4% | 1,965 | -23.3% | 0.01% | +14.3% |
| Q1 2021 | $260,000 | +22.6% | 2,562 | -6.7% | 0.01% | -22.2% |
| Q4 2020 | $212,000 | +47.2% | 2,747 | +48.2% | 0.01% | +28.6% |
| Q3 2020 | $144,000 | +9.1% | 1,853 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $132,000 | +18.9% | 1,853 | -0.9% | 0.01% | 0.0% |
| Q1 2020 | $111,000 | +1010.0% | 1,869 | +1315.9% | 0.01% | +600.0% |
| Q4 2019 | $10,000 | +11.1% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -55.0% | 132 | -57.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 307 | -4.4% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 321 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | -4.3% | 321 | -9.8% | 0.00% | -50.0% |
| Q2 2018 | $23,000 | +4.5% | 356 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | 0.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 356 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | +5.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $20,000 | +42.9% | 356 | +39.1% | 0.00% | +100.0% |
| Q1 2017 | $14,000 | – | 256 | – | 0.00% | – |
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% |