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 | $1,994 | +11.5% | 39,999 | +7.1% | 0.83% | +2.7% |
| Q1 2023 | $1,788 | +18.8% | 37,362 | +11.3% | 0.81% | +28.3% |
| Q4 2022 | $1,505 | -99.9% | 33,579 | -1.3% | 0.63% | -6.2% |
| Q3 2022 | $1,429,000 | -4.1% | 34,022 | +0.9% | 0.67% | +1.5% |
| Q2 2022 | $1,490,000 | -22.9% | 33,712 | -6.8% | 0.66% | -17.2% |
| Q1 2022 | $1,932,000 | -13.8% | 36,180 | +82.5% | 0.80% | -0.5% |
| Q4 2021 | $2,240,000 | +13.6% | 19,824 | +4.5% | 0.80% | -3.8% |
| Q3 2021 | $1,971,000 | +8.7% | 18,975 | +9.1% | 0.84% | -13.3% |
| Q2 2021 | $1,814,000 | +15.9% | 17,397 | +7.5% | 0.96% | +29.7% |
| Q1 2021 | $1,565,000 | +17.1% | 16,184 | +10.1% | 0.74% | +7.1% |
| Q4 2020 | $1,337,000 | +39.9% | 14,699 | +22.5% | 0.69% | +28.5% |
| Q3 2020 | $956,000 | +2.4% | 11,999 | -5.6% | 0.54% | -3.4% |
| Q2 2020 | $934,000 | +29.5% | 12,715 | +6.6% | 0.56% | +10.7% |
| Q1 2020 | $721,000 | +14.6% | 11,923 | +45.7% | 0.50% | +20.5% |
| Q4 2019 | $629,000 | – | 8,184 | – | 0.42% | – |
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% |