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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -5.4% | 4,363 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $221,000 | -9.8% | 4,363 | -4.1% | 0.00% | 0.0% |
| Q4 2021 | $245,000 | -3.9% | 4,548 | -3.2% | 0.00% | -20.0% |
| Q3 2021 | $255,000 | -1.2% | 4,698 | -0.6% | 0.01% | 0.0% |
| Q2 2021 | $258,000 | +0.4% | 4,728 | -0.7% | 0.01% | 0.0% |
| Q1 2021 | $257,000 | +4.0% | 4,763 | +7.9% | 0.01% | 0.0% |
| Q4 2020 | $247,000 | +2.9% | 4,413 | +2.9% | 0.01% | -16.7% |
| Q3 2020 | $240,000 | -0.4% | 4,288 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $241,000 | +0.4% | 4,288 | -3.2% | 0.01% | -14.3% |
| Q1 2020 | $240,000 | +0.8% | 4,429 | -0.6% | 0.01% | +40.0% |
| Q4 2019 | $238,000 | -0.8% | 4,454 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $240,000 | +0.4% | 4,454 | -1.2% | 0.01% | 0.0% |
| Q2 2019 | $239,000 | +0.4% | 4,509 | -1.6% | 0.01% | +20.0% |
| Q1 2019 | $238,000 | +5.8% | 4,581 | +2.9% | 0.01% | -16.7% |
| Q4 2018 | $225,000 | -27.7% | 4,451 | -28.0% | 0.01% | 0.0% |
| Q3 2018 | $311,000 | -11.1% | 6,181 | -10.6% | 0.01% | -14.3% |
| Q2 2018 | $350,000 | +5.4% | 6,911 | +6.1% | 0.01% | 0.0% |
| Q1 2018 | $332,000 | -3.2% | 6,511 | -1.1% | 0.01% | 0.0% |
| Q4 2017 | $343,000 | -0.6% | 6,586 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $345,000 | -1.7% | 6,586 | -2.1% | 0.01% | -14.3% |
| Q2 2017 | $351,000 | +2.6% | 6,726 | +1.8% | 0.01% | 0.0% |
| Q1 2017 | $342,000 | -2.3% | 6,606 | -2.7% | 0.01% | 0.0% |
| Q4 2016 | $350,000 | -4.6% | 6,791 | -0.7% | 0.01% | 0.0% |
| Q3 2016 | $367,000 | -0.3% | 6,836 | -0.2% | 0.01% | -12.5% |
| Q2 2016 | $368,000 | +6.7% | 6,851 | +4.7% | 0.01% | +14.3% |
| Q1 2016 | $345,000 | 0.0% | 6,541 | -2.3% | 0.01% | 0.0% |
| Q4 2015 | $345,000 | +1.5% | 6,695 | +2.8% | 0.01% | -12.5% |
| Q3 2015 | $340,000 | 0.0% | 6,515 | -1.0% | 0.01% | +33.3% |
| Q2 2015 | $340,000 | -0.9% | 6,580 | +1.5% | 0.01% | 0.0% |
| Q1 2015 | $343,000 | +5.9% | 6,485 | +4.9% | 0.01% | 0.0% |
| Q4 2014 | $324,000 | +49.3% | 6,180 | +47.7% | 0.01% | +50.0% |
| Q3 2014 | $217,000 | – | 4,185 | – | 0.00% | – |
Download | ||||||
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% |