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 | $241,142 | -4.2% | 5,452 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $251,664 | +98206.2% | 5,452 | 0.0% | 0.08% | -4.6% |
| Q1 2023 | $256 | +1.2% | 5,452 | -1.8% | 0.09% | -1.1% |
| Q4 2022 | $253 | -99.9% | 5,552 | +4.5% | 0.09% | -2.2% |
| Q3 2022 | $241,000 | -5.5% | 5,312 | -0.2% | 0.09% | +3.4% |
| Q2 2022 | $255,000 | -5.2% | 5,322 | -0.1% | 0.09% | +8.8% |
| Q1 2022 | $269,000 | -5.9% | 5,327 | +0.5% | 0.08% | -1.2% |
| Q4 2021 | $286,000 | -0.7% | 5,302 | 0.0% | 0.08% | -3.6% |
| Q3 2021 | $288,000 | -2.4% | 5,302 | -1.9% | 0.08% | -1.2% |
| Q2 2021 | $295,000 | +1.7% | 5,402 | +0.4% | 0.08% | -5.6% |
| Q1 2021 | $290,000 | -4.3% | 5,382 | -0.5% | 0.09% | -13.5% |
| Q4 2020 | $303,000 | +8.2% | 5,409 | +8.5% | 0.10% | -16.1% |
| Q3 2020 | $280,000 | 0.0% | 4,984 | 0.0% | 0.12% | -4.6% |
| Q2 2020 | $280,000 | 0.0% | 4,984 | -3.3% | 0.13% | -21.7% |
| Q1 2020 | $280,000 | +1.1% | 5,154 | -0.7% | 0.17% | +48.2% |
| Q4 2019 | $277,000 | +10.8% | 5,189 | +11.6% | 0.11% | -0.9% |
| Q3 2019 | $250,000 | -3.8% | 4,650 | -5.1% | 0.11% | -4.2% |
| Q2 2019 | $260,000 | +2.0% | 4,900 | -0.4% | 0.12% | -1.7% |
| Q1 2019 | $255,000 | +1.6% | 4,920 | -1.0% | 0.12% | -7.0% |
| Q4 2018 | $251,000 | -1.2% | 4,970 | -1.5% | 0.13% | +14.2% |
| Q3 2018 | $254,000 | -4.2% | 5,045 | -3.5% | 0.11% | -9.6% |
| Q2 2018 | $265,000 | -6.4% | 5,230 | -5.8% | 0.12% | -10.1% |
| Q1 2018 | $283,000 | -0.4% | 5,550 | +1.8% | 0.14% | +5.3% |
| Q4 2017 | $284,000 | +1.4% | 5,450 | +2.1% | 0.13% | +1.5% |
| Q3 2017 | $280,000 | -2.4% | 5,340 | -2.7% | 0.13% | -3.7% |
| Q2 2017 | $287,000 | +1.1% | 5,490 | 0.0% | 0.14% | -6.9% |
| Q1 2017 | $284,000 | -2.1% | 5,490 | -2.6% | 0.14% | -2.7% |
| Q4 2016 | $290,000 | +15.5% | 5,635 | +20.3% | 0.15% | +13.7% |
| Q3 2016 | $251,000 | – | 4,683 | – | 0.13% | – |
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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% |