SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $822,156 | -98.8% | 17,811 | -98.8% | 0.00% | -100.0% |
| Q1 2023 | $69,191,077 | +30213.7% | 1,474,975 | +29399.5% | 0.02% | – |
| Q4 2022 | $228,250 | -95.8% | 5,000 | -95.9% | 0.00% | -100.0% |
| Q3 2022 | $5,460,000 | +150.5% | 120,514 | +164.6% | 0.00% | 0.0% |
| Q2 2022 | $2,180,000 | +1.4% | 45,547 | +7.2% | 0.00% | – |
| Q1 2022 | $2,149,000 | +252.9% | 42,505 | +278.6% | 0.00% | – |
| Q3 2021 | $609,000 | +20.6% | 11,228 | +19.9% | 0.00% | – |
| Q1 2021 | $505,000 | -92.5% | 9,366 | -92.2% | 0.00% | -100.0% |
| Q4 2020 | $6,716,000 | +77.8% | 119,886 | +78.0% | 0.00% | 0.0% |
| Q3 2020 | $3,778,000 | -15.2% | 67,362 | -15.0% | 0.00% | 0.0% |
| Q2 2020 | $4,457,000 | +53.7% | 79,248 | +48.3% | 0.00% | 0.0% |
| Q1 2020 | $2,900,000 | -69.2% | 53,439 | -70.5% | 0.00% | -75.0% |
| Q1 2019 | $9,407,000 | +67.6% | 181,315 | +63.4% | 0.00% | +100.0% |
| Q4 2018 | $5,614,000 | +212.8% | 110,967 | +210.7% | 0.00% | +100.0% |
| Q3 2018 | $1,795,000 | +719.6% | 35,712 | +727.4% | 0.00% | – |
| Q2 2018 | $219,000 | -91.8% | 4,316 | -91.6% | 0.00% | -100.0% |
| Q4 2017 | $2,664,000 | -39.1% | 51,192 | -38.7% | 0.00% | -50.0% |
| Q3 2017 | $4,371,000 | +219.3% | 83,476 | +215.7% | 0.00% | +100.0% |
| Q1 2017 | $1,369,000 | +32.5% | 26,442 | +31.8% | 0.00% | 0.0% |
| Q4 2016 | $1,033,000 | +341.5% | 20,065 | +360.9% | 0.00% | – |
| Q3 2016 | $234,000 | -99.3% | 4,353 | -99.3% | 0.00% | -100.0% |
| Q2 2016 | $31,447,000 | +4065.2% | 585,387 | +3994.5% | 0.02% | – |
| Q1 2016 | $755,000 | -49.5% | 14,297 | -50.1% | 0.00% | -100.0% |
| Q3 2015 | $1,495,000 | -74.6% | 28,667 | -74.8% | 0.00% | -66.7% |
| Q2 2015 | $5,895,000 | +1207.1% | 113,962 | +1208.1% | 0.00% | – |
| Q3 2014 | $451,000 | -3.8% | 8,712 | -5.0% | 0.00% | – |
| Q1 2014 | $469,000 | -53.1% | 9,171 | -53.6% | 0.00% | -100.0% |
| Q2 2013 | $999,000 | – | 19,770 | – | 0.00% | – |
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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% |