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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,372 | -2.5% | 8,854 | +1.1% | 0.11% | -12.9% |
| Q2 2023 | $452,840 | +22.9% | 8,759 | +13.8% | 0.12% | +1.6% |
| Q1 2023 | $368,445 | +6.8% | 7,700 | 0.0% | 0.12% | -6.9% |
| Q4 2022 | $345,037 | +6.8% | 7,700 | 0.0% | 0.13% | +9.2% |
| Q3 2022 | $323,000 | -12.9% | 7,700 | -8.3% | 0.12% | -7.7% |
| Q2 2022 | $371,000 | -18.5% | 8,400 | -1.5% | 0.13% | -3.0% |
| Q1 2022 | $455,000 | -5.6% | 8,530 | +100.0% | 0.13% | -3.6% |
| Q4 2021 | $482,000 | +8.3% | 4,265 | 0.0% | 0.14% | -14.2% |
| Q2 2021 | $445,000 | +8.0% | 4,265 | 0.0% | 0.16% | -8.5% |
| Q1 2021 | $412,000 | +6.2% | 4,265 | 0.0% | 0.18% | 0.0% |
| Q4 2020 | $388,000 | – | 4,265 | – | 0.18% | – |
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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% |