SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $771,465 | -4.8% | 15,476 | -1.3% | 0.44% | +5.1% |
| Q2 2023 | $810,363 | +8.0% | 15,674 | -0.0% | 0.42% | +4.5% |
| Q1 2023 | $750,336 | +6.1% | 15,681 | -0.6% | 0.40% | +6.4% |
| Q4 2022 | $707,084 | +4.8% | 15,780 | -1.9% | 0.37% | -8.6% |
| Q3 2022 | $675,000 | -4.9% | 16,078 | +0.0% | 0.41% | +4.6% |
| Q2 2022 | $710,000 | -17.3% | 16,076 | -0.1% | 0.39% | +0.8% |
| Q1 2022 | $859,000 | -5.5% | 16,085 | +100.0% | 0.39% | -9.2% |
| Q4 2021 | $909,000 | -19.1% | 8,042 | -25.6% | 0.43% | -29.9% |
| Q3 2021 | $1,123,000 | -1.9% | 10,816 | -1.5% | 0.61% | +1.7% |
| Q2 2021 | $1,145,000 | +1.3% | 10,985 | -5.9% | 0.60% | -9.5% |
| Q1 2021 | $1,130,000 | -31.9% | 11,679 | -35.9% | 0.66% | -38.1% |
| Q4 2020 | $1,659,000 | +8.9% | 18,227 | -4.8% | 1.07% | -5.7% |
| Q3 2020 | $1,524,000 | +0.4% | 19,142 | -7.3% | 1.13% | -16.2% |
| Q2 2020 | $1,518,000 | -6.2% | 20,658 | -1.9% | 1.35% | -16.7% |
| Q4 2019 | $1,619,000 | – | 21,063 | – | 1.62% | – |
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% |