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 | $1,090,818 | +43.6% | 21,882 | +48.9% | 0.14% | +48.5% |
Q2 2023 | $759,732 | +132027.3% | 14,695 | +22.3% | 0.10% | +27.6% |
Q1 2023 | $575 | +70.1% | 12,011 | +59.4% | 0.08% | +61.7% |
Q4 2022 | $338 | -99.9% | 7,536 | -9.5% | 0.05% | -6.0% |
Q3 2022 | $350,000 | +153.6% | 8,328 | +166.8% | 0.05% | +177.8% |
Q2 2022 | $138,000 | +253.8% | 3,121 | +331.7% | 0.02% | +350.0% |
Q1 2022 | $39,000 | – | 723 | – | 0.00% | – |
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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% |