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 | $267,844 | +9.3% | 5,373 | +13.4% | 0.15% | +2.7% |
| Q2 2023 | $244,955 | +10.8% | 4,738 | +2.6% | 0.15% | +14.0% |
| Q1 2023 | $221,067 | +86934.3% | 4,620 | -18.5% | 0.13% | -19.4% |
| Q4 2022 | $254 | -99.9% | 5,670 | +0.1% | 0.16% | -14.4% |
| Q3 2022 | $238,000 | -4.8% | 5,664 | +0.2% | 0.19% | +13.3% |
| Q2 2022 | $250,000 | +15.2% | 5,655 | +39.4% | 0.16% | +20.4% |
| Q1 2022 | $217,000 | -10.0% | 4,058 | +90.2% | 0.14% | +0.7% |
| Q4 2021 | $241,000 | +28.9% | 2,134 | +18.6% | 0.14% | +9.7% |
| Q3 2021 | $187,000 | +47.2% | 1,799 | +47.2% | 0.12% | +44.2% |
| Q2 2021 | $127,000 | +28.3% | 1,222 | +19.6% | 0.09% | +19.4% |
| Q1 2021 | $99,000 | -3.9% | 1,022 | -10.0% | 0.07% | -13.3% |
| Q4 2020 | $103,000 | +56.1% | 1,136 | +37.4% | 0.08% | +43.1% |
| Q3 2020 | $66,000 | +29.4% | 827 | +18.7% | 0.06% | +18.4% |
| Q2 2020 | $51,000 | +6.2% | 697 | -13.0% | 0.05% | -10.9% |
| Q1 2020 | $48,000 | +92.0% | 801 | +150.3% | 0.06% | +129.2% |
| Q4 2019 | $25,000 | – | 320 | – | 0.02% | – |
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% |