SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 903 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,398 | -3.6% | 9,015 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $466,076 | +4.4% | 9,015 | -3.4% | 0.05% | -6.9% |
| Q1 2023 | $446,441 | +7.0% | 9,330 | +0.2% | 0.06% | +1.8% |
| Q4 2022 | $417,405 | +6.8% | 9,315 | +0.1% | 0.06% | +1.8% |
| Q3 2022 | $391,000 | -6.2% | 9,305 | -1.4% | 0.06% | -3.4% |
| Q2 2022 | $417,000 | -18.7% | 9,435 | -1.8% | 0.06% | -3.3% |
| Q1 2022 | $513,000 | -7.1% | 9,610 | +96.7% | 0.06% | -1.6% |
| Q4 2021 | $552,000 | +8.4% | 4,885 | -0.4% | 0.06% | -1.6% |
| Q3 2021 | $509,000 | -1.7% | 4,905 | -1.2% | 0.06% | -4.6% |
| Q2 2021 | $518,000 | -7.2% | 4,965 | -13.9% | 0.06% | -15.6% |
| Q1 2021 | $558,000 | +3.5% | 5,765 | -2.7% | 0.08% | 0.0% |
| Q4 2020 | $539,000 | +14.2% | 5,925 | 0.0% | 0.08% | +1.3% |
| Q3 2020 | $472,000 | -0.4% | 5,925 | -8.2% | 0.08% | -9.5% |
| Q2 2020 | $474,000 | +7.2% | 6,455 | -11.7% | 0.08% | -13.4% |
| Q1 2020 | $442,000 | -33.6% | 7,310 | -15.6% | 0.10% | -23.6% |
| Q4 2019 | $666,000 | +9.9% | 8,665 | +1.5% | 0.13% | -1.6% |
| Q3 2019 | $606,000 | -3.0% | 8,535 | -3.6% | 0.13% | +3.2% |
| Q2 2019 | $625,000 | +12.0% | 8,855 | +8.1% | 0.12% | +9.6% |
| Q1 2019 | $558,000 | -8.7% | 8,195 | -19.6% | 0.11% | -21.4% |
| Q4 2018 | $611,000 | -10.9% | 10,192 | +4.6% | 0.14% | +2.8% |
| Q3 2018 | $686,000 | +31.7% | 9,745 | +23.4% | 0.14% | +15.6% |
| Q2 2018 | $521,000 | +25.2% | 7,895 | +21.2% | 0.12% | +23.2% |
| Q1 2018 | $416,000 | +6.1% | 6,515 | +7.3% | 0.10% | +4.2% |
| Q4 2017 | $392,000 | +60.7% | 6,070 | +51.6% | 0.10% | +46.2% |
| Q3 2017 | $244,000 | +3.4% | 4,005 | -0.6% | 0.06% | -1.5% |
| Q2 2017 | $236,000 | +6.8% | 4,030 | +4.1% | 0.07% | +1.5% |
| Q1 2017 | $221,000 | +8.9% | 3,870 | +3.1% | 0.06% | 0.0% |
| Q4 2016 | $203,000 | – | 3,755 | – | 0.06% | – |
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% |