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 | $483,503 | +40.4% | 9,699 | +45.6% | 0.46% | +42.9% |
Q2 2023 | $344,369 | +109571.7% | 6,661 | +1.6% | 0.32% | +2.5% |
Q1 2023 | $314 | +6.8% | 6,559 | +0.0% | 0.32% | +1.0% |
Q4 2022 | $294 | -99.9% | 6,557 | +1.4% | 0.31% | -1.3% |
Q3 2022 | $272,000 | -4.9% | 6,467 | +0.0% | 0.32% | +2.3% |
Q2 2022 | $286,000 | -16.6% | 6,465 | +0.5% | 0.31% | -7.7% |
Q1 2022 | $343,000 | -8.5% | 6,430 | +94.0% | 0.34% | -7.7% |
Q4 2021 | $375,000 | – | 3,315 | – | 0.36% | – |
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% |