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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,489,530 | +6.3% | 55,557 | -0.3% | 2.05% | +3.9% |
| Q3 2022 | $2,341,000 | -1.2% | 55,750 | +3.4% | 1.97% | +3.7% |
| Q2 2022 | $2,370,000 | -18.4% | 53,905 | -0.9% | 1.90% | +9.8% |
| Q1 2022 | $2,904,000 | -7.0% | 54,383 | +96.8% | 1.73% | +3.8% |
| Q4 2021 | $3,123,000 | +11.2% | 27,636 | +2.2% | 1.67% | -0.2% |
| Q3 2021 | $2,809,000 | -3.1% | 27,046 | -2.7% | 1.67% | -3.0% |
| Q2 2021 | $2,899,000 | +1.0% | 27,800 | -6.0% | 1.72% | -6.8% |
| Q1 2021 | $2,871,000 | +7.8% | 29,584 | +1.1% | 1.85% | -2.2% |
| Q4 2020 | $2,663,000 | +4.1% | 29,274 | -8.9% | 1.89% | -26.2% |
| Q3 2020 | $2,559,000 | +27.6% | 32,132 | -3.2% | 2.56% | +8.7% |
| Q1 2020 | $2,005,000 | -19.0% | 33,196 | +3.1% | 2.36% | +1.8% |
| Q4 2019 | $2,475,000 | – | 32,192 | – | 2.32% | – |
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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% |