SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,548 | -5.3% | 27,686 | -1.1% | 0.14% | +2.2% |
| Q2 2023 | $1,292,465 | -20.0% | 28,000 | -18.7% | 0.14% | -12.7% |
| Q1 2023 | $1,616,133 | +5.7% | 34,452 | +2.8% | 0.16% | +6.8% |
| Q4 2022 | $1,529,620 | +1.6% | 33,508 | +0.8% | 0.15% | -17.8% |
| Q3 2022 | $1,506,000 | -3.3% | 33,248 | +2.2% | 0.18% | +16.1% |
| Q2 2022 | $1,558,000 | -99.9% | 32,541 | +2.4% | 0.16% | +17.4% |
| Q1 2022 | $1,607,127,000 | -1.2% | 31,780 | +5.3% | 0.13% | +0.8% |
| Q4 2021 | $1,627,104,000 | +2.9% | 30,187 | +3.6% | 0.13% | -4.4% |
| Q3 2021 | $1,581,405,000 | +145116.3% | 29,145 | +46.1% | 0.14% | 0.0% |
| Q2 2021 | $1,089,000 | -20.1% | 19,949 | -21.0% | 0.14% | -4.9% |
| Q1 2021 | $1,363,000 | -3.3% | 25,256 | +0.4% | 0.14% | -19.6% |
| Q4 2020 | $1,409,000 | -2.0% | 25,148 | -2.1% | 0.18% | -7.3% |
| Q3 2020 | $1,438,000 | +9.0% | 25,675 | +9.5% | 0.19% | -9.8% |
| Q2 2020 | $1,319,000 | +24.3% | 23,453 | +20.0% | 0.21% | -4.0% |
| Q1 2020 | $1,061,000 | -21.6% | 19,547 | -22.7% | 0.22% | -4.3% |
| Q4 2019 | $1,354,000 | +27.1% | 25,295 | +27.9% | 0.23% | -68.5% |
| Q3 2019 | $1,065,000 | +23.4% | 19,776 | +21.4% | 0.74% | +110.5% |
| Q2 2019 | $863,000 | -7.7% | 16,290 | -9.6% | 0.35% | +39.8% |
| Q1 2019 | $935,000 | +1.3% | 18,027 | -1.1% | 0.25% | +10.6% |
| Q4 2018 | $923,000 | +10.7% | 18,236 | +9.9% | 0.23% | +90.8% |
| Q3 2018 | $834,000 | +34.1% | 16,594 | +35.0% | 0.12% | -37.4% |
| Q2 2018 | $622,000 | -1.1% | 12,290 | -0.3% | 0.19% | -2.6% |
| Q1 2018 | $629,000 | +5.5% | 12,330 | +7.7% | 0.20% | +30.9% |
| Q4 2017 | $596,000 | +164.9% | 11,452 | +166.6% | 0.15% | +101.4% |
| Q3 2017 | $225,000 | -11.1% | 4,296 | -11.2% | 0.07% | -19.6% |
| Q2 2017 | $253,000 | +5.4% | 4,840 | +4.5% | 0.09% | -2.1% |
| Q1 2017 | $240,000 | – | 4,631 | – | 0.09% | – |
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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% |