SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,743 | -3.9% | 75,099 | -0.4% | 2.42% | -4.8% |
| Q2 2023 | $3,896 | +6.5% | 75,372 | -1.4% | 2.55% | +3.6% |
| Q1 2023 | $3,657 | +5.5% | 76,441 | -1.2% | 2.46% | +0.6% |
| Q4 2022 | $3,467 | -99.9% | 77,387 | +3.0% | 2.44% | +3.4% |
| Q3 2022 | $3,154,000 | -20.0% | 75,116 | -15.8% | 2.36% | -15.4% |
| Q2 2022 | $3,941,000 | -23.1% | 89,173 | -7.1% | 2.79% | -16.5% |
| Q1 2022 | $5,127,000 | -7.4% | 96,026 | +96.1% | 3.34% | -4.5% |
| Q4 2021 | $5,535,000 | – | 48,978 | – | 3.50% | – |
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% |