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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,836 | -4.9% | 9,221 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $428,953 | +12.5% | 9,293 | +14.3% | 0.01% | 0.0% |
| Q1 2023 | $381,378 | +8.0% | 8,130 | +5.1% | 0.01% | 0.0% |
| Q4 2022 | $352,993 | +0.6% | 7,733 | -0.2% | 0.01% | -16.7% |
| Q3 2022 | $351,000 | -9.3% | 7,748 | +1.3% | 0.01% | +20.0% |
| Q1 2022 | $387,000 | +6.9% | 7,649 | +13.9% | 0.01% | 0.0% |
| Q4 2021 | $362,000 | -1.4% | 6,716 | -0.8% | 0.01% | -16.7% |
| Q3 2021 | $367,000 | -5.7% | 6,767 | -5.1% | 0.01% | 0.0% |
| Q2 2021 | $389,000 | +2.9% | 7,130 | +1.7% | 0.01% | -14.3% |
| Q1 2021 | $378,000 | -63.5% | 7,011 | -65.7% | 0.01% | -69.6% |
| Q2 2018 | $1,035,000 | +106.6% | 20,444 | +108.4% | 0.02% | +109.1% |
| Q1 2018 | $501,000 | -11.6% | 9,810 | -13.0% | 0.01% | -50.0% |
| Q4 2013 | $567,000 | – | 11,275 | – | 0.02% | – |
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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% |