SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,761 | -2.9% | 23,225 | +0.7% | 0.62% | -1.9% |
| Q2 2023 | $1,192,360 | +4.1% | 23,063 | -3.6% | 0.63% | -0.9% |
| Q1 2023 | $1,145,342 | +6.4% | 23,936 | -0.3% | 0.64% | +0.5% |
| Q4 2022 | $1,076,336 | +5.4% | 24,020 | -1.2% | 0.64% | +3.1% |
| Q3 2022 | $1,021,000 | -5.8% | 24,304 | -0.9% | 0.62% | +8.8% |
| Q2 2022 | $1,084,000 | -18.3% | 24,525 | -1.3% | 0.57% | -13.3% |
| Q1 2022 | $1,327,000 | -8.8% | 24,852 | +93.0% | 0.65% | -4.9% |
| Q4 2021 | $1,455,000 | – | 12,876 | – | 0.69% | – |
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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% |