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 | $49,637,787 | +1.1% | 995,743 | +4.9% | 26.40% | +2.0% |
| Q2 2023 | $49,081,341 | +13.2% | 949,349 | +4.8% | 25.87% | -7.6% |
| Q1 2023 | $43,359,993 | +7.5% | 906,165 | +0.7% | 27.99% | -2.1% |
| Q4 2022 | $40,326,990 | +9.4% | 899,955 | +2.5% | 28.60% | -9.6% |
| Q3 2022 | $36,853,414 | -3.8% | 877,671 | +1.2% | 31.64% | -19.3% |
| Q2 2022 | $38,308,011 | -17.8% | 866,893 | -0.6% | 39.22% | +2.7% |
| Q1 2022 | $46,584,025 | -5.9% | 872,523 | +99.2% | 38.20% | +1.7% |
| Q4 2021 | $49,487,823 | – | 437,907 | – | 37.57% | – |
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% |