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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,277 | -29.8% | 5,342 | -27.2% | 0.11% | -27.6% |
| Q2 2023 | $379,388 | +2.2% | 7,338 | -5.4% | 0.15% | +2.7% |
| Q1 2023 | $371,321 | -25.9% | 7,760 | -30.6% | 0.15% | -29.2% |
| Q4 2022 | $501,013 | -2.3% | 11,181 | -3.6% | 0.21% | -4.6% |
| Q3 2022 | $513,000 | 0.0% | 11,599 | 0.0% | 0.22% | 0.0% |
| Q2 2022 | $513,000 | -19.2% | 11,599 | -2.5% | 0.22% | -7.6% |
| Q1 2022 | $635,000 | -7.8% | 11,896 | +95.1% | 0.24% | -7.8% |
| Q4 2021 | $689,000 | +8.0% | 6,098 | -0.8% | 0.26% | +8.0% |
| Q3 2021 | $638,000 | -0.6% | 6,148 | -0.1% | 0.24% | +1.7% |
| Q2 2021 | $642,000 | +2.1% | 6,153 | -5.4% | 0.23% | -8.6% |
| Q1 2021 | $629,000 | +2.4% | 6,502 | -3.7% | 0.26% | -4.8% |
| Q4 2020 | $614,000 | +9.8% | 6,750 | -3.9% | 0.27% | -6.3% |
| Q3 2020 | $559,000 | +7.5% | 7,024 | -0.8% | 0.29% | -2.7% |
| Q2 2020 | $520,000 | +21.5% | 7,082 | +0.0% | 0.30% | -0.7% |
| Q1 2020 | $428,000 | -21.3% | 7,080 | +0.0% | 0.30% | -15.6% |
| Q4 2019 | $544,000 | +10.1% | 7,078 | +1.8% | 0.35% | -1.1% |
| Q3 2019 | $494,000 | +22.0% | 6,951 | +3.0% | 0.36% | -3.8% |
| Q2 2019 | $405,000 | -23.6% | 6,750 | -12.1% | 0.37% | +9.8% |
| Q1 2019 | $530,000 | +30.9% | 7,675 | +13.7% | 0.34% | +9.4% |
| Q4 2018 | $405,000 | – | 6,750 | – | 0.31% | – |
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% |