SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,173,322 | -14.3% | 94,355 | -10.6% | 0.62% | -1.1% |
| Q2 2023 | $4,871,219 | -16.6% | 105,529 | -15.2% | 0.63% | -17.7% |
| Q1 2023 | $5,840,964 | +76.3% | 124,514 | +71.6% | 0.77% | +66.7% |
| Q4 2022 | $3,312,201 | +25.4% | 72,556 | +24.5% | 0.46% | +8.0% |
| Q3 2022 | $2,641,000 | +38.0% | 58,291 | +45.8% | 0.43% | +45.4% |
| Q2 2022 | $1,914,000 | +221.7% | 39,980 | +240.0% | 0.29% | +266.2% |
| Q1 2022 | $595,000 | – | 11,759 | – | 0.08% | – |
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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% |