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 | $5,134,088 | -3.9% | 102,991 | -0.4% | 0.07% | 0.0% |
| Q2 2023 | $5,343,435 | +8.3% | 103,355 | +0.2% | 0.07% | 0.0% |
| Q1 2023 | $4,935,528 | +2.3% | 103,146 | -4.2% | 0.07% | 0.0% |
| Q4 2022 | $4,824,400 | +0.4% | 107,663 | -6.0% | 0.07% | -7.0% |
| Q3 2022 | $4,807,000 | +10.9% | 114,477 | +16.8% | 0.07% | +16.4% |
| Q2 2022 | $4,333,000 | -18.9% | 98,045 | -2.0% | 0.06% | -7.6% |
| Q1 2022 | $5,341,000 | -0.3% | 100,034 | +111.1% | 0.07% | 0.0% |
| Q4 2021 | $5,355,000 | +16.1% | 47,377 | +6.7% | 0.07% | +6.5% |
| Q3 2021 | $4,612,000 | 0.0% | 44,405 | +0.4% | 0.06% | -3.1% |
| Q2 2021 | $4,612,000 | +6.6% | 44,229 | -1.2% | 0.06% | -1.5% |
| Q1 2021 | $4,327,000 | +3.4% | 44,744 | -2.7% | 0.06% | -7.1% |
| Q4 2020 | $4,185,000 | +15.2% | 45,995 | +0.8% | 0.07% | +4.5% |
| Q3 2020 | $3,633,000 | +7.1% | 45,620 | -1.2% | 0.07% | -2.9% |
| Q2 2020 | $3,392,000 | +18.2% | 46,163 | -2.8% | 0.07% | +9.5% |
| Q1 2020 | $2,869,000 | -25.0% | 47,475 | -4.6% | 0.06% | -12.5% |
| Q4 2019 | $3,826,000 | +75.6% | 49,764 | +62.2% | 0.07% | +67.4% |
| Q3 2019 | $2,179,000 | +6.1% | 30,686 | +5.1% | 0.04% | +2.4% |
| Q2 2019 | $2,053,000 | +2.9% | 29,186 | -0.5% | 0.04% | -2.3% |
| Q1 2019 | $1,995,000 | +17.2% | 29,326 | +3.2% | 0.04% | +4.9% |
| Q4 2018 | $1,702,000 | -15.1% | 28,419 | -0.3% | 0.04% | -8.9% |
| Q3 2018 | $2,004,000 | +25.6% | 28,492 | +17.8% | 0.04% | +15.4% |
| Q2 2018 | $1,595,000 | +8.3% | 24,181 | +4.7% | 0.04% | +2.6% |
| Q1 2018 | $1,473,000 | +65.1% | 23,102 | +66.9% | 0.04% | +72.7% |
| Q4 2017 | $892,000 | +34.7% | 13,840 | +27.2% | 0.02% | +29.4% |
| Q3 2017 | $662,000 | +3.1% | 10,877 | -1.0% | 0.02% | -5.6% |
| Q2 2017 | $642,000 | +10.9% | 10,986 | +8.2% | 0.02% | +5.9% |
| Q1 2017 | $579,000 | +14.2% | 10,154 | +8.4% | 0.02% | +6.2% |
| Q4 2016 | $507,000 | +18.7% | 9,364 | +14.5% | 0.02% | +14.3% |
| Q3 2016 | $427,000 | +19.6% | 8,175 | +15.0% | 0.01% | +16.7% |
| Q2 2016 | $357,000 | – | 7,106 | – | 0.01% | – |
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% |