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 | $1,250,698 | -3.2% | 25,089 | +0.4% | 0.50% | -15.5% |
| Q2 2023 | $1,292,174 | +8.4% | 24,994 | +0.4% | 0.59% | -1.0% |
| Q1 2023 | $1,191,567 | +7.2% | 24,902 | +0.4% | 0.59% | -0.3% |
| Q4 2022 | $1,111,605 | +2.4% | 24,807 | -4.1% | 0.59% | -16.7% |
| Q3 2022 | $1,086,000 | -22.5% | 25,873 | -18.4% | 0.71% | -27.6% |
| Q2 2022 | $1,401,000 | -2.4% | 31,699 | +18.0% | 0.98% | -0.7% |
| Q1 2022 | $1,435,000 | +4.3% | 26,870 | +120.7% | 0.99% | -11.4% |
| Q4 2021 | $1,376,000 | – | 12,177 | – | 1.12% | – |
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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% |