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 2022 | $435,000 | -8.0% | 9,607 | -0.3% | 0.20% | +6.8% |
| Q2 2022 | $473,000 | -14.5% | 9,640 | -11.8% | 0.19% | -5.4% |
| Q1 2022 | $553,000 | -38.4% | 10,933 | -34.4% | 0.20% | -37.1% |
| Q4 2021 | $898,000 | -11.3% | 16,660 | -10.6% | 0.32% | -14.6% |
| Q3 2021 | $1,012,000 | +1.2% | 18,644 | +1.8% | 0.38% | +1.1% |
| Q2 2021 | $1,000,000 | +12.9% | 18,320 | +11.6% | 0.37% | +21.2% |
| Q1 2021 | $886,000 | +18.1% | 16,416 | +22.6% | 0.31% | +4.4% |
| Q4 2020 | $750,000 | +12.8% | 13,393 | +13.0% | 0.29% | -2.3% |
| Q3 2020 | $665,000 | – | 11,854 | – | 0.30% | – |
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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% |