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 | $1,272,053 | -3.6% | 25,518 | -0.0% | 0.65% | -4.6% |
| Q2 2023 | $1,319,640 | +3.3% | 25,525 | -4.4% | 0.68% | -0.9% |
| Q1 2023 | $1,277,650 | +2.0% | 26,701 | -4.5% | 0.69% | -17.4% |
| Q4 2022 | $1,253,212 | +12.3% | 27,967 | +5.2% | 0.83% | -0.7% |
| Q3 2022 | $1,116,000 | -8.4% | 26,580 | -3.6% | 0.84% | -12.0% |
| Q2 2022 | $1,219,000 | – | 27,574 | – | 0.95% | – |
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% |