SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,895,122 | -3.8% | 78,137 | -0.3% | 3.47% | -3.6% |
| Q2 2023 | $4,049,992 | +7.2% | 78,336 | -0.8% | 3.60% | +3.4% |
| Q1 2023 | $3,776,847 | +2.5% | 78,931 | -4.0% | 3.48% | +1.8% |
| Q4 2022 | $3,682,958 | -10.3% | 82,191 | -15.9% | 3.42% | -19.0% |
| Q3 2022 | $4,104,000 | -3.4% | 97,733 | +1.7% | 4.22% | -1.2% |
| Q2 2022 | $4,249,000 | +34.5% | 96,146 | +62.5% | 4.28% | +47.6% |
| Q1 2022 | $3,160,000 | +71.6% | 59,181 | +263.2% | 2.90% | +72.3% |
| Q4 2021 | $1,842,000 | – | 16,296 | – | 1.68% | – |
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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% |