SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 876 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.89 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,061,317 | +22.9% | 162,768 | +10.0% | 4.36% | +11.9% |
| Q3 2023 | $7,374,505 | -6.3% | 147,934 | -2.8% | 3.90% | -2.9% |
| Q2 2023 | $7,866,178 | +4.4% | 152,150 | -3.4% | 4.01% | +1.9% |
| Q1 2023 | $7,533,600 | +17.0% | 157,442 | +9.5% | 3.94% | +8.8% |
| Q4 2022 | $6,441,303 | +47.5% | 143,747 | +38.3% | 3.62% | +40.7% |
| Q3 2022 | $4,366,000 | -23.7% | 103,975 | -19.7% | 2.57% | -18.7% |
| Q2 2022 | $5,723,000 | +25.9% | 129,516 | +52.1% | 3.16% | +41.3% |
| Q1 2022 | $4,545,000 | -3.6% | 85,133 | +104.0% | 2.24% | +4.4% |
| Q4 2021 | $4,715,000 | +13.6% | 41,725 | +4.5% | 2.14% | +7.1% |
| Q3 2021 | $4,149,000 | -7.1% | 39,947 | -6.7% | 2.00% | -9.4% |
| Q2 2021 | $4,465,000 | +3.1% | 42,819 | -4.4% | 2.21% | -4.4% |
| Q1 2021 | $4,330,000 | – | 44,773 | – | 2.31% | – |
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% |