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 | $317,845 | +2.9% | 7,186 | +7.4% | 0.15% | +6.2% |
| Q2 2023 | $308,953 | -9.0% | 6,693 | -7.5% | 0.14% | -14.8% |
| Q1 2023 | $339,535 | -0.4% | 7,238 | -3.1% | 0.17% | -5.6% |
| Q4 2022 | $340,893 | +8.2% | 7,468 | +7.3% | 0.18% | -1.1% |
| Q3 2022 | $315,000 | +15.0% | 6,957 | +21.4% | 0.18% | +19.1% |
| Q2 2022 | $274,000 | -11.6% | 5,730 | -6.6% | 0.15% | +2.0% |
| Q1 2022 | $310,000 | -4.0% | 6,138 | +2.5% | 0.15% | -2.6% |
| Q4 2021 | $323,000 | +21.0% | 5,986 | +25.5% | 0.15% | -5.0% |
| Q4 2020 | $267,000 | +1.1% | 4,771 | +1.4% | 0.16% | -9.6% |
| Q3 2020 | $264,000 | +0.4% | 4,705 | +0.8% | 0.18% | -6.8% |
| Q2 2020 | $263,000 | +6.0% | 4,669 | +2.2% | 0.19% | -11.2% |
| Q1 2020 | $248,000 | -72.4% | 4,567 | -72.8% | 0.22% | -64.9% |
| Q4 2019 | $898,000 | -7.9% | 16,819 | -7.2% | 0.61% | -17.7% |
| Q3 2019 | $975,000 | +11.3% | 18,115 | +9.6% | 0.74% | +10.1% |
| Q2 2019 | $876,000 | +8.3% | 16,526 | +5.6% | 0.68% | +7.3% |
| Q1 2019 | $809,000 | – | 15,657 | – | 0.63% | – |
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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% |