SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $297,000 | -4.8% | 7,075 | +0.2% | 0.07% | -14.8% |
Q2 2022 | $312,000 | -19.2% | 7,063 | -2.4% | 0.08% | -2.4% |
Q1 2022 | $386,000 | +52.6% | 7,237 | +223.4% | 0.08% | +53.7% |
Q4 2021 | $253,000 | +9.1% | 2,238 | 0.0% | 0.05% | +17.4% |
Q3 2021 | $232,000 | -0.4% | 2,238 | 0.0% | 0.05% | -14.8% |
Q2 2021 | $233,000 | +7.9% | 2,238 | 0.0% | 0.05% | -6.9% |
Q1 2021 | $216,000 | +5.9% | 2,238 | 0.0% | 0.06% | -12.1% |
Q4 2020 | $204,000 | – | 2,238 | – | 0.07% | – |
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% |