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 | $50,207,111 | +5.6% | 1,007,164 | +9.5% | 25.67% | +1.1% |
| Q2 2023 | $47,549,785 | +24.9% | 919,725 | +15.6% | 25.39% | +11.9% |
| Q1 2023 | $38,055,502 | +22.6% | 795,308 | +14.8% | 22.69% | +7.2% |
| Q4 2022 | $31,039,142 | +15.9% | 692,683 | +8.6% | 21.16% | -0.9% |
| Q3 2022 | $26,784,000 | -12.6% | 637,867 | -8.0% | 21.34% | -10.1% |
| Q2 2022 | $30,642,000 | -13.4% | 693,413 | +4.6% | 23.73% | -11.2% |
| Q1 2022 | $35,388,000 | +0.2% | 662,814 | +112.2% | 26.74% | -1.2% |
| Q4 2021 | $35,314,000 | – | 312,427 | – | 27.06% | – |
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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% |