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 | $15,696,001 | -4.8% | 314,865 | -1.3% | 14.46% | -1.0% |
| Q2 2023 | $16,486,722 | +5.8% | 318,892 | -2.1% | 14.60% | +2.5% |
| Q1 2023 | $15,578,654 | +8.9% | 325,573 | +2.0% | 14.23% | +2.7% |
| Q4 2022 | $14,304,530 | +10.0% | 319,226 | +3.1% | 13.86% | +2.4% |
| Q3 2022 | $13,001,000 | -4.9% | 309,614 | +0.1% | 13.54% | +2.9% |
| Q2 2022 | $13,670,000 | -20.7% | 309,355 | -4.2% | 13.16% | -8.2% |
| Q1 2022 | $17,247,000 | -15.8% | 323,032 | +78.2% | 14.34% | -2.6% |
| Q4 2021 | $20,482,000 | +0.7% | 181,242 | -7.5% | 14.71% | -1.2% |
| Q3 2021 | $20,341,000 | -2.4% | 195,854 | -2.0% | 14.89% | -1.0% |
| Q2 2021 | $20,837,000 | +5.8% | 199,838 | -1.9% | 15.04% | +2.3% |
| Q1 2021 | $19,702,000 | +20.8% | 203,725 | +13.6% | 14.69% | +2.8% |
| Q4 2020 | $16,313,000 | +15.2% | 179,284 | +0.9% | 14.30% | -2.9% |
| Q3 2020 | $14,158,000 | +7.0% | 177,771 | -1.3% | 14.73% | -0.0% |
| Q2 2020 | $13,232,000 | +13.3% | 180,097 | -6.8% | 14.73% | -4.8% |
| Q1 2020 | $11,680,000 | -32.8% | 193,277 | -14.5% | 15.47% | -8.4% |
| Q4 2019 | $17,371,000 | – | 225,948 | – | 16.89% | – |
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% |