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 | $2,999,825 | -5.9% | 60,177 | -2.4% | 0.01% | 0.0% |
| Q2 2023 | $3,187,645 | +7.3% | 61,657 | -0.7% | 0.01% | 0.0% |
| Q1 2023 | $2,970,344 | +71.9% | 62,076 | +61.0% | 0.01% | +50.0% |
| Q4 2022 | $1,728,227 | +0.5% | 38,568 | -5.8% | 0.01% | 0.0% |
| Q3 2022 | $1,719,000 | +68.5% | 40,932 | +77.3% | 0.01% | +60.0% |
| Q2 2022 | $1,020,000 | -19.9% | 23,084 | -3.2% | 0.01% | +25.0% |
| Q1 2022 | $1,273,000 | -8.8% | 23,835 | +92.9% | 0.00% | 0.0% |
| Q4 2021 | $1,396,000 | +12.1% | 12,357 | +3.1% | 0.00% | 0.0% |
| Q3 2021 | $1,245,000 | -10.7% | 11,985 | -10.3% | 0.00% | -20.0% |
| Q2 2021 | $1,394,000 | +62.9% | 13,368 | +51.0% | 0.01% | +66.7% |
| Q1 2021 | $856,000 | +42.9% | 8,854 | +34.5% | 0.00% | +50.0% |
| Q4 2020 | $599,000 | +7.0% | 6,583 | -6.4% | 0.00% | 0.0% |
| Q3 2020 | $560,000 | +11.1% | 7,030 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $504,000 | -52.2% | 6,863 | -60.7% | 0.00% | -71.4% |
| Q1 2020 | $1,055,000 | -70.1% | 17,465 | -62.0% | 0.01% | -61.1% |
| Q4 2019 | $3,532,000 | +15.8% | 45,938 | +7.0% | 0.02% | 0.0% |
| Q3 2019 | $3,050,000 | +23.1% | 42,946 | +22.3% | 0.02% | +28.6% |
| Q2 2019 | $2,477,000 | +147.2% | 35,119 | +138.5% | 0.01% | +133.3% |
| Q1 2019 | $1,002,000 | +210.2% | 14,724 | +173.2% | 0.01% | +200.0% |
| Q4 2018 | $323,000 | -10.8% | 5,390 | +4.7% | 0.00% | 0.0% |
| Q3 2018 | $362,000 | +6.5% | 5,148 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $340,000 | -35.7% | 5,148 | -37.9% | 0.00% | -50.0% |
| Q1 2018 | $529,000 | +17.8% | 8,294 | +19.1% | 0.00% | +33.3% |
| Q4 2017 | $449,000 | -5.1% | 6,965 | -10.4% | 0.00% | -25.0% |
| Q3 2017 | $473,000 | -14.9% | 7,771 | -18.3% | 0.00% | 0.0% |
| Q2 2017 | $556,000 | – | 9,513 | – | 0.00% | – |
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% |