SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,529 | +0.7% | 5,246 | +4.4% | 0.04% | 0.0% |
| Q2 2023 | $259,687 | +8.4% | 5,023 | +0.3% | 0.04% | +5.1% |
| Q1 2023 | $239,536 | +16.4% | 5,006 | +9.0% | 0.04% | +11.4% |
| Q4 2022 | $205,745 | -11.3% | 4,592 | -12.5% | 0.04% | -43.5% |
| Q2 2022 | $232,000 | -16.5% | 5,251 | +1.0% | 0.06% | +59.0% |
| Q1 2022 | $278,000 | -5.1% | 5,200 | +100.8% | 0.04% | +5.4% |
| Q4 2021 | $293,000 | +1.7% | 2,589 | -6.5% | 0.04% | -2.6% |
| Q3 2021 | $288,000 | +2.9% | 2,770 | +3.1% | 0.04% | -2.6% |
| Q2 2021 | $280,000 | +10.7% | 2,687 | +2.8% | 0.04% | +2.6% |
| Q1 2021 | $253,000 | +6.3% | 2,615 | -0.0% | 0.04% | +11.8% |
| Q4 2020 | $238,000 | +16.7% | 2,616 | +2.1% | 0.03% | +3.0% |
| Q3 2020 | $204,000 | – | 2,563 | – | 0.03% | – |
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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% |