SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $227 | -99.9% | 4,975 | -20.5% | 0.04% | -20.8% |
| Q3 2022 | $284,000 | -22.0% | 6,260 | -17.7% | 0.05% | -17.2% |
| Q2 2022 | $364,000 | -12.3% | 7,602 | -7.3% | 0.06% | +3.6% |
| Q1 2022 | $415,000 | -9.2% | 8,200 | -3.2% | 0.06% | -3.4% |
| Q4 2021 | $457,000 | -6.2% | 8,475 | -5.6% | 0.06% | -10.8% |
| Q3 2021 | $487,000 | -1.8% | 8,977 | -1.3% | 0.06% | -1.5% |
| Q2 2021 | $496,000 | +1.0% | 9,092 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $491,000 | -8.2% | 9,092 | -4.8% | 0.07% | -15.9% |
| Q4 2020 | $535,000 | -3.4% | 9,554 | -3.3% | 0.08% | -18.8% |
| Q3 2020 | $554,000 | -19.8% | 9,876 | -19.7% | 0.10% | -26.8% |
| Q2 2020 | $691,000 | +3.1% | 12,304 | -0.3% | 0.14% | -13.8% |
| Q1 2020 | $670,000 | -4.0% | 12,342 | -5.5% | 0.16% | +18.5% |
| Q4 2019 | $698,000 | -6.8% | 13,056 | -6.2% | 0.14% | -14.6% |
| Q3 2019 | $749,000 | -7.4% | 13,916 | -8.8% | 0.16% | -7.6% |
| Q2 2019 | $809,000 | -0.7% | 15,260 | -2.8% | 0.17% | -4.5% |
| Q1 2019 | $815,000 | -7.4% | 15,705 | -9.7% | 0.18% | -16.7% |
| Q4 2018 | $880,000 | -22.3% | 17,395 | -22.9% | 0.22% | -11.5% |
| Q3 2018 | $1,133,000 | -4.6% | 22,554 | -3.9% | 0.24% | -8.3% |
| Q2 2018 | $1,188,000 | -10.2% | 23,466 | -9.5% | 0.26% | -10.5% |
| Q1 2018 | $1,323,000 | -14.1% | 25,935 | -12.4% | 0.30% | -11.1% |
| Q4 2017 | $1,541,000 | -3.3% | 29,616 | -2.7% | 0.33% | -6.7% |
| Q3 2017 | $1,593,000 | -39.0% | 30,423 | -39.1% | 0.36% | -41.2% |
| Q2 2017 | $2,611,000 | -16.9% | 49,980 | -17.6% | 0.61% | -21.5% |
| Q1 2017 | $3,143,000 | -6.9% | 60,690 | -7.4% | 0.77% | -15.3% |
| Q4 2016 | $3,375,000 | -13.8% | 65,532 | -10.2% | 0.91% | -9.3% |
| Q3 2016 | $3,917,000 | -12.2% | 72,988 | -12.1% | 1.01% | -14.3% |
| Q2 2016 | $4,461,000 | -14.7% | 83,048 | -16.1% | 1.18% | -19.2% |
| Q1 2016 | $5,230,000 | +1.7% | 99,021 | -0.9% | 1.46% | +10.6% |
| Q4 2015 | $5,145,000 | -7.3% | 99,909 | -6.1% | 1.32% | -14.2% |
| Q3 2015 | $5,549,000 | -0.5% | 106,418 | -1.3% | 1.53% | +13.1% |
| Q2 2015 | $5,577,000 | +163.7% | 107,809 | +169.7% | 1.36% | +163.6% |
| Q1 2015 | $2,115,000 | – | 39,967 | – | 0.51% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 1,186,719 | $66,492,000 | 31.06% |
| Sensible Financial Planning & Management, LLC. | 985,402 | $55,212,000 | 20.58% |
| Blossom Wealth Management | 11,509 | $644,000 | 14.40% |
| Total Wealth Planning, LLC | 530,495 | $29,724,000 | 13.74% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,473,202 | $82,543,000 | 12.28% |
| JBJ Investment Partners, LLC | 885,999 | $49,643,000 | 11.29% |
| Alliance Wealth Management Group | 510,328 | $28,594,000 | 11.26% |
| COOPER/HAIMS ADVISORS, LLC | 257,565 | $14,431,000 | 11.06% |
| Apriem Advisors | 1,071,459 | $60,034,000 | 10.70% |
| Northeast Financial Group, Inc. | 238,971 | $13,389,546 | 10.20% |