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 | $728,411 | -2.7% | 14,612 | +0.9% | 0.03% | 0.0% |
| Q2 2023 | $748,735 | +8.1% | 14,482 | +0.0% | 0.03% | +3.7% |
| Q1 2023 | $692,766 | +316231.5% | 14,478 | +195.9% | 0.03% | +125.0% |
| Q4 2022 | $219 | -99.9% | 4,893 | +0.0% | 0.01% | 0.0% |
| Q3 2022 | $205,000 | -56.9% | 4,892 | -54.6% | 0.01% | -40.0% |
| Q2 2022 | $476,000 | -47.2% | 10,770 | -36.2% | 0.02% | -16.7% |
| Q1 2022 | $901,000 | -27.7% | 16,878 | +53.1% | 0.02% | -14.3% |
| Q4 2021 | $1,246,000 | -15.8% | 11,022 | -22.7% | 0.03% | -28.2% |
| Q3 2021 | $1,480,000 | +2.8% | 14,253 | +3.3% | 0.04% | 0.0% |
| Q2 2021 | $1,439,000 | -1.6% | 13,798 | -9.1% | 0.04% | 0.0% |
| Q1 2021 | $1,462,000 | – | 15,173 | – | 0.04% | – |
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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% |