BANK HAPOALIM BM - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.

Quarter-by-quarter ownership
BANK HAPOALIM BM ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$12,285,000
-17.2%
278,0000.0%1.53%
-1.0%
Q1 2022$14,842,000
-41.6%
278,000
+23.6%
1.54%
-39.5%
Q4 2021$25,434,000
+8.8%
225,0000.0%2.55%
+4.5%
Q3 2021$23,369,000225,0002.44%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 690,261$34,389,00031.11%
PLANNING ALTERNATIVES LTD /ADV 1,742,741$86,823,00018.64%
HT Partners LLC 560,966$27,947,00017.62%
Retirement Planning Group, LLC 939,067$46,784,00014.42%
FAS Wealth Partners, Inc. 529,480$26,379,00013.93%
HENGEHOLD CAPITAL MANAGEMENT LLC 768,781$38,301,00013.52%
KAYS FINANCIAL ADVISORY CORP /ADV 284,289$14,163,0009.59%
Apriem Advisors 466,936$23,263,0008.57%
Financial Management Professionals, Inc. 294,291$14,662,0008.10%
Destination Wealth Management 1,304,408$64,986,0006.58%
View complete list of SCHWAB STRATEGIC TR shareholders