SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,379 | +1.9% | 9,697 | +5.7% | 0.34% | -10.4% |
| Q2 2023 | $474,498 | +4.9% | 9,178 | -2.9% | 0.38% | +0.3% |
| Q1 2023 | $452,295 | +112691.8% | 9,452 | +5.7% | 0.37% | +5.9% |
| Q4 2022 | $401 | -99.9% | 8,946 | +0.3% | 0.35% | +10.3% |
| Q3 2022 | $374,000 | -4.8% | 8,916 | +0.3% | 0.32% | +4.6% |
| Q2 2022 | $393,000 | -10.7% | 8,888 | +7.8% | 0.31% | +1.0% |
| Q1 2022 | $440,000 | -3.3% | 8,248 | +104.9% | 0.30% | +11.8% |
| Q4 2021 | $455,000 | +10.4% | 4,025 | +1.5% | 0.27% | +3.8% |
| Q3 2021 | $412,000 | +2.2% | 3,966 | +2.7% | 0.26% | +0.4% |
| Q2 2021 | $403,000 | +9.8% | 3,863 | +1.8% | 0.26% | 0.0% |
| Q1 2021 | $367,000 | +16.5% | 3,796 | +9.7% | 0.26% | +6.6% |
| Q4 2020 | $315,000 | +14.5% | 3,460 | +0.2% | 0.24% | -3.6% |
| Q3 2020 | $275,000 | +19.0% | 3,452 | +10.0% | 0.25% | -1.6% |
| Q2 2020 | $231,000 | -8.0% | 3,139 | -3.7% | 0.26% | +4.5% |
| Q4 2019 | $251,000 | – | 3,259 | – | 0.25% | – |
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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% |