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 | $11,095,084 | -7.5% | 222,569 | -4.0% | 3.73% | -5.5% |
| Q2 2023 | $11,989,375 | +3.6% | 231,914 | -4.1% | 3.95% | -3.0% |
| Q1 2023 | $11,577,513 | +0.9% | 241,954 | -5.5% | 4.07% | -0.2% |
| Q4 2022 | $11,473,228 | -1.4% | 256,042 | -7.4% | 4.08% | -10.4% |
| Q3 2022 | $11,637,000 | -4.8% | 276,640 | +0.0% | 4.56% | -8.5% |
| Q2 2022 | $12,221,000 | -33.5% | 276,545 | -17.8% | 4.98% | -16.7% |
| Q1 2022 | $18,371,000 | -12.1% | 336,416 | +71.8% | 5.98% | -18.5% |
| Q4 2021 | $20,901,000 | – | 195,801 | – | 7.33% | – |
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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% |