SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 843 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,252 | -3.5% | 6,224 | +0.1% | 0.13% | -5.1% |
| Q2 2023 | $321,484 | +8.1% | 6,218 | +0.1% | 0.14% | -1.4% |
| Q1 2023 | $297,294 | -5.9% | 6,213 | -11.9% | 0.14% | -18.3% |
| Q4 2022 | $316,028 | -5.4% | 7,053 | -11.2% | 0.17% | -0.6% |
| Q3 2022 | $334,000 | -4.8% | 7,946 | +0.1% | 0.17% | -1.2% |
| Q2 2022 | $351,000 | +82683.0% | 7,940 | +0.1% | 0.17% | +44.5% |
| Q1 2022 | $424 | – | 7,935 | – | 0.12% | – |
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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% |