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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,389,036 | -1.5% | 76,623 | +2.8% | 0.89% | -5.6% |
| Q2 2023 | $3,440,074 | +1.3% | 74,525 | +2.7% | 0.95% | -1.8% |
| Q1 2023 | $3,396,113 | +8.5% | 72,551 | +9.5% | 0.96% | +9.3% |
| Q4 2022 | $3,130,219 | +2.9% | 66,234 | -2.3% | 0.88% | -11.1% |
| Q3 2022 | $3,043,000 | -11.3% | 67,803 | -3.1% | 0.99% | -2.8% |
| Q2 2022 | $3,430,000 | -1.8% | 69,937 | +1.2% | 1.02% | +5.7% |
| Q1 2022 | $3,494,000 | -6.3% | 69,100 | -0.1% | 0.96% | -13.5% |
| Q4 2021 | $3,727,000 | +2.3% | 69,148 | +3.0% | 1.12% | -13.4% |
| Q3 2021 | $3,643,000 | +1.8% | 67,133 | +2.4% | 1.29% | -0.9% |
| Q2 2021 | $3,578,000 | +7.2% | 65,531 | +5.9% | 1.30% | -2.3% |
| Q1 2021 | $3,338,000 | -5.3% | 61,867 | -1.6% | 1.33% | -22.0% |
| Q4 2020 | $3,523,000 | +2.1% | 62,873 | +2.2% | 1.71% | -8.0% |
| Q3 2020 | $3,449,000 | +0.9% | 61,498 | +1.2% | 1.86% | -3.4% |
| Q2 2020 | $3,419,000 | +4.0% | 60,795 | +0.4% | 1.92% | +3.6% |
| Q1 2020 | $3,288,000 | -5.7% | 60,577 | -7.2% | 1.85% | +18.2% |
| Q4 2019 | $3,487,000 | -3.9% | 65,264 | -3.1% | 1.57% | -4.9% |
| Q3 2019 | $3,628,000 | +10.8% | 67,373 | +9.0% | 1.65% | +7.6% |
| Q2 2019 | $3,275,000 | -0.3% | 61,801 | -2.4% | 1.53% | -1.4% |
| Q1 2019 | $3,286,000 | +1.3% | 63,329 | -1.2% | 1.55% | -5.7% |
| Q4 2018 | $3,243,000 | +16.0% | 64,112 | +15.3% | 1.65% | +12.6% |
| Q3 2018 | $2,795,000 | +2.7% | 55,614 | +3.5% | 1.46% | +1.9% |
| Q2 2018 | $2,721,000 | +0.7% | 53,735 | +1.5% | 1.44% | -6.3% |
| Q1 2018 | $2,702,000 | +99.0% | 52,965 | +102.9% | 1.53% | +107.2% |
| Q4 2017 | $1,358,000 | -0.3% | 26,101 | +0.3% | 0.74% | -2.2% |
| Q3 2017 | $1,362,000 | +6.1% | 26,016 | +5.9% | 0.76% | +1.1% |
| Q2 2017 | $1,284,000 | – | 24,578 | – | 0.75% | – |
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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% |