SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 925 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,379,916 | -7.0% | 148,042 | -3.6% | 3.36% | -13.9% |
| Q2 2023 | $7,938,924 | +6.5% | 153,558 | -1.4% | 3.91% | +1.2% |
| Q1 2023 | $7,451,665 | +5.2% | 155,730 | -1.5% | 3.86% | +3.3% |
| Q4 2022 | $7,085,345 | +5.8% | 158,120 | -0.8% | 3.74% | +1.6% |
| Q3 2022 | $6,694,000 | -4.5% | 159,428 | +0.5% | 3.68% | +5.2% |
| Q2 2022 | $7,011,000 | -17.2% | 158,660 | +0.1% | 3.50% | +0.2% |
| Q1 2022 | $8,464,000 | -6.6% | 158,524 | +97.7% | 3.49% | -13.0% |
| Q4 2021 | $9,063,000 | +36.6% | 80,199 | +25.5% | 4.01% | +12.5% |
| Q3 2021 | $6,636,000 | +13.4% | 63,894 | +13.8% | 3.56% | +12.6% |
| Q2 2021 | $5,853,000 | +3.0% | 56,137 | -4.5% | 3.16% | -18.7% |
| Q1 2021 | $5,685,000 | -2.4% | 58,785 | -8.2% | 3.89% | -23.1% |
| Q4 2020 | $5,824,000 | – | 64,011 | – | 5.07% | – |
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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% |