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 | $434,649 | -4.2% | 9,827 | 0.0% | 0.19% | 0.0% |
| Q2 2023 | $453,615 | -1.6% | 9,827 | 0.0% | 0.19% | +19.3% |
| Q1 2023 | $460,985 | +2.8% | 9,827 | 0.0% | 0.16% | +2.5% |
| Q4 2022 | $448,603 | +0.8% | 9,827 | 0.0% | 0.16% | -16.5% |
| Q3 2022 | $445,000 | -5.3% | 9,827 | 0.0% | 0.19% | -14.5% |
| Q2 2022 | $470,000 | -5.4% | 9,827 | 0.0% | 0.22% | +15.2% |
| Q1 2022 | $497,000 | -6.2% | 9,827 | 0.0% | 0.19% | +3.8% |
| Q4 2021 | $530,000 | -1.1% | 9,827 | -0.5% | 0.18% | -5.2% |
| Q3 2021 | $536,000 | -0.6% | 9,879 | +0.0% | 0.19% | 0.0% |
| Q2 2021 | $539,000 | +1.1% | 9,878 | 0.0% | 0.19% | -10.2% |
| Q1 2021 | $533,000 | -3.6% | 9,878 | 0.0% | 0.22% | -9.6% |
| Q4 2020 | $553,000 | -0.2% | 9,878 | 0.0% | 0.24% | -9.1% |
| Q3 2020 | $554,000 | -7.0% | 9,878 | -6.8% | 0.26% | -13.2% |
| Q2 2020 | $596,000 | +3.7% | 10,594 | 0.0% | 0.30% | -11.1% |
| Q1 2020 | $575,000 | +2.1% | 10,594 | +0.5% | 0.34% | +36.9% |
| Q4 2019 | $563,000 | -0.9% | 10,544 | 0.0% | 0.25% | +0.8% |
| Q3 2019 | $568,000 | -19.8% | 10,544 | -21.0% | 0.25% | -22.6% |
| Q2 2019 | $708,000 | -47.5% | 13,352 | -48.7% | 0.32% | -48.3% |
| Q1 2019 | $1,349,000 | +1.9% | 26,002 | -0.7% | 0.62% | -22.3% |
| Q4 2018 | $1,324,000 | -1.8% | 26,175 | -2.4% | 0.79% | +3.5% |
| Q3 2018 | $1,348,000 | +0.4% | 26,820 | +1.2% | 0.77% | +12.8% |
| Q2 2018 | $1,343,000 | +1.0% | 26,515 | +1.7% | 0.68% | -3.4% |
| Q1 2018 | $1,330,000 | -25.9% | 26,060 | -24.5% | 0.70% | -23.2% |
| Q4 2017 | $1,795,000 | +5.8% | 34,502 | +6.5% | 0.92% | -0.8% |
| Q3 2017 | $1,697,000 | +2.5% | 32,402 | +2.3% | 0.92% | -5.0% |
| Q2 2017 | $1,655,000 | +3.8% | 31,680 | +2.9% | 0.97% | -4.2% |
| Q1 2017 | $1,594,000 | +0.1% | 30,783 | -0.4% | 1.02% | -12.1% |
| Q4 2016 | $1,592,000 | +13.8% | 30,915 | +18.6% | 1.16% | -7.2% |
| Q3 2016 | $1,399,000 | -63.0% | 26,076 | -63.0% | 1.25% | -57.0% |
| Q2 2016 | $3,785,000 | +0.4% | 70,467 | -1.3% | 2.90% | +11.9% |
| Q1 2016 | $3,770,000 | -1.0% | 71,374 | -3.4% | 2.59% | -4.3% |
| Q4 2015 | $3,807,000 | -1.2% | 73,918 | -0.0% | 2.71% | -19.3% |
| Q3 2015 | $3,855,000 | +409.9% | 73,928 | +406.1% | 3.35% | +501.1% |
| Q2 2015 | $756,000 | -22.5% | 14,608 | -20.8% | 0.56% | -32.2% |
| Q1 2015 | $976,000 | -64.8% | 18,443 | -65.1% | 0.82% | -54.9% |
| Q4 2014 | $2,770,000 | – | 52,900 | – | 1.82% | – |
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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% |