SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 910 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,581,420 | -3.2% | 132,024 | +0.4% | 4.23% | +0.2% |
| Q2 2023 | $6,800,086 | +8.5% | 131,530 | +0.4% | 4.22% | +5.5% |
| Q1 2023 | $6,269,341 | +6.9% | 131,021 | +0.1% | 4.00% | -4.3% |
| Q4 2022 | $5,864,936 | +9.9% | 130,885 | +3.0% | 4.18% | -5.3% |
| Q3 2022 | $5,338,000 | -1.9% | 127,132 | +3.2% | 4.42% | -7.2% |
| Q2 2022 | $5,441,000 | -14.9% | 123,135 | +2.8% | 4.76% | -6.9% |
| Q1 2022 | $6,395,000 | -3.4% | 119,779 | +104.5% | 5.11% | +3.0% |
| Q4 2021 | $6,620,000 | -25.3% | 58,576 | -31.4% | 4.96% | -32.6% |
| Q3 2021 | $8,867,000 | -2.2% | 85,370 | -1.8% | 7.37% | -1.4% |
| Q2 2021 | $9,062,000 | +13.3% | 86,908 | +5.1% | 7.47% | +1.1% |
| Q1 2021 | $7,997,000 | +6.7% | 82,686 | +0.4% | 7.40% | -13.5% |
| Q4 2020 | $7,492,000 | – | 82,343 | – | 8.55% | – |
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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% |