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 2023 | $457,726 | -3.6% | 9,182 | +0.0% | 0.14% | -10.1% |
| Q2 2023 | $474,672 | +8.1% | 9,181 | 0.0% | 0.16% | -4.8% |
| Q1 2023 | $439,289 | +24.9% | 9,181 | +9.6% | 0.17% | -25.4% |
| Q4 2022 | $351,829 | -0.0% | 8,379 | 0.0% | 0.22% | 0.0% |
| Q3 2022 | $352,000 | -15.0% | 8,379 | -10.7% | 0.22% | -14.5% |
| Q2 2022 | $414,000 | -28.0% | 9,378 | +84.3% | 0.26% | -20.6% |
| Q4 2021 | $575,000 | +8.7% | 5,089 | 0.0% | 0.33% | -0.6% |
| Q3 2021 | $529,000 | +2.7% | 5,089 | +3.0% | 0.33% | +29.2% |
| Q2 2021 | $515,000 | +15.5% | 4,939 | +0.6% | 0.26% | +16.3% |
| Q4 2020 | $446,000 | +14.4% | 4,911 | +0.4% | 0.22% | -4.7% |
| Q3 2020 | $390,000 | +8.6% | 4,891 | 0.0% | 0.23% | +6.9% |
| Q2 2020 | $359,000 | +23.8% | 4,891 | +2.1% | 0.22% | -8.1% |
| Q1 2020 | $290,000 | – | 4,791 | – | 0.24% | – |
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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% |