SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,065,498 | -1.8% | 159,744 | +2.5% | 1.97% | +2.6% |
| Q2 2023 | $7,195,400 | -2.3% | 155,880 | -0.7% | 1.92% | -6.2% |
| Q1 2023 | $7,362,825 | +4.4% | 156,956 | +1.6% | 2.05% | +0.7% |
| Q4 2022 | $7,049,252 | +2.5% | 154,420 | +1.8% | 2.04% | -9.6% |
| Q3 2022 | $6,875,000 | -4.3% | 151,725 | +1.1% | 2.25% | +2.2% |
| Q2 2022 | $7,187,000 | -3.3% | 150,141 | +2.1% | 2.20% | +12.3% |
| Q1 2022 | $7,435,000 | -1.2% | 147,020 | +5.3% | 1.96% | +6.1% |
| Q4 2021 | $7,527,000 | +7.1% | 139,655 | +7.8% | 1.85% | -5.8% |
| Q3 2021 | $7,030,000 | +4.8% | 129,554 | +5.4% | 1.96% | +5.9% |
| Q2 2021 | $6,711,000 | +6.9% | 122,908 | +5.6% | 1.86% | +3.6% |
| Q1 2021 | $6,280,000 | +1.2% | 116,401 | +5.1% | 1.79% | -6.8% |
| Q4 2020 | $6,204,000 | +5.3% | 110,730 | +5.4% | 1.92% | -5.1% |
| Q3 2020 | $5,889,000 | +14.2% | 105,016 | +14.6% | 2.02% | +2.1% |
| Q2 2020 | $5,155,000 | +15.4% | 91,665 | +11.3% | 1.98% | -0.9% |
| Q1 2020 | $4,469,000 | +12.1% | 82,343 | +10.3% | 2.00% | +42.5% |
| Q4 2019 | $3,988,000 | +15.4% | 74,648 | +16.3% | 1.40% | +14.3% |
| Q3 2019 | $3,457,000 | +24.7% | 64,190 | +22.7% | 1.23% | +20.0% |
| Q2 2019 | $2,772,000 | +40.8% | 52,297 | +37.8% | 1.02% | +34.4% |
| Q1 2019 | $1,969,000 | +45.1% | 37,958 | +41.5% | 0.76% | +28.5% |
| Q4 2018 | $1,357,000 | +61.5% | 26,831 | +60.6% | 0.59% | +83.6% |
| Q3 2018 | $840,000 | +50.0% | 16,711 | +51.1% | 0.32% | +42.9% |
| Q2 2018 | $560,000 | +3400.0% | 11,058 | +3502.0% | 0.23% | +3128.6% |
| Q3 2017 | $16,000 | +60.0% | 307 | +62.4% | 0.01% | +40.0% |
| Q2 2017 | $10,000 | – | 189 | – | 0.01% | – |
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% |