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 | $449,548 | -4.3% | 9,018 | -0.7% | 0.11% | -2.6% |
| Q2 2023 | $469,695 | +6.6% | 9,085 | -1.3% | 0.12% | +0.9% |
| Q1 2023 | $440,412 | +8.5% | 9,204 | +1.6% | 0.12% | +1.8% |
| Q4 2022 | $405,979 | -10.8% | 9,060 | -16.4% | 0.11% | -16.9% |
| Q3 2022 | $455,000 | -16.4% | 10,840 | -12.0% | 0.14% | -13.9% |
| Q2 2022 | $544,000 | -35.4% | 12,314 | -21.9% | 0.16% | -28.8% |
| Q1 2022 | $842,000 | +13.5% | 15,774 | +140.3% | 0.22% | +11.6% |
| Q4 2021 | $742,000 | +21.0% | 6,565 | +11.3% | 0.20% | +10.6% |
| Q3 2021 | $613,000 | +2.7% | 5,901 | +3.1% | 0.18% | -1.1% |
| Q2 2021 | $597,000 | +9.1% | 5,726 | +1.3% | 0.18% | -0.5% |
| Q1 2021 | $547,000 | +7.3% | 5,652 | +0.9% | 0.18% | +1.1% |
| Q4 2020 | $510,000 | – | 5,604 | – | 0.18% | – |
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% |