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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $863,000 | -3.6% | 17,074 | +2.8% | 0.12% | -4.1% |
| Q4 2021 | $895,000 | -6.8% | 16,613 | -6.1% | 0.12% | -14.6% |
| Q3 2021 | $960,000 | +9.3% | 17,684 | +9.9% | 0.14% | +8.3% |
| Q2 2021 | $878,000 | +5.1% | 16,085 | +3.9% | 0.13% | -6.3% |
| Q1 2021 | $835,000 | +0.5% | 15,481 | +4.4% | 0.14% | -13.4% |
| Q4 2020 | $831,000 | -10.0% | 14,828 | -9.9% | 0.16% | -31.7% |
| Q3 2020 | $923,000 | 0.0% | 16,464 | +0.4% | 0.24% | -9.4% |
| Q2 2020 | $923,000 | +12.8% | 16,405 | +8.9% | 0.26% | -6.7% |
| Q1 2020 | $818,000 | +2.1% | 15,069 | +0.6% | 0.28% | +28.5% |
| Q4 2019 | $801,000 | +6.9% | 14,983 | +7.7% | 0.22% | -3.9% |
| Q3 2019 | $749,000 | +2.9% | 13,906 | +1.2% | 0.23% | -1.3% |
| Q2 2019 | $728,000 | +2.2% | 13,740 | +0.1% | 0.23% | -4.9% |
| Q1 2019 | $712,000 | +3.5% | 13,733 | +0.9% | 0.24% | -4.7% |
| Q4 2018 | $688,000 | +8.9% | 13,609 | +8.1% | 0.26% | +14.7% |
| Q3 2018 | $632,000 | – | 12,584 | – | 0.22% | – |
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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% |