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 2022 | $375,000 | -53.2% | 7,020 | -1.0% | 0.16% | -43.7% |
| Q4 2021 | $801,000 | +6.4% | 7,088 | -2.2% | 0.28% | 0.0% |
| Q3 2021 | $753,000 | -6.8% | 7,248 | -6.5% | 0.28% | -9.7% |
| Q2 2021 | $808,000 | -49.0% | 7,748 | -52.7% | 0.31% | -53.5% |
| Q1 2021 | $1,584,000 | -13.1% | 16,375 | -16.3% | 0.66% | -15.6% |
| Q4 2020 | $1,822,000 | -47.2% | 19,554 | -54.9% | 0.79% | -56.6% |
| Q3 2020 | $3,452,000 | +23.6% | 43,347 | +14.0% | 1.81% | +16.8% |
| Q2 2020 | $2,794,000 | +137.4% | 38,032 | +95.2% | 1.55% | +93.4% |
| Q1 2020 | $1,177,000 | -83.3% | 19,485 | -78.8% | 0.80% | -79.4% |
| Q4 2019 | $7,062,000 | +13.3% | 91,861 | +4.7% | 3.90% | +1.7% |
| Q3 2019 | $6,231,000 | +4.2% | 87,732 | +3.5% | 3.84% | +2.4% |
| Q2 2019 | $5,980,000 | +5.5% | 84,783 | +1.7% | 3.75% | +2.3% |
| Q1 2019 | $5,670,000 | +12.8% | 83,328 | -0.7% | 3.66% | +1.6% |
| Q4 2018 | $5,028,000 | -5.3% | 83,897 | +11.3% | 3.61% | +6.2% |
| Q3 2018 | $5,308,000 | +13.8% | 75,410 | +6.7% | 3.40% | +5.5% |
| Q2 2018 | $4,664,000 | +16.5% | 70,676 | +12.6% | 3.22% | +12.9% |
| Q1 2018 | $4,005,000 | +24.3% | 62,789 | +25.8% | 2.85% | +24.5% |
| Q4 2017 | $3,221,000 | – | 49,922 | – | 2.29% | – |
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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% |