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 | $3,936 | +103.0% | 89 | +111.9% | 0.00% | – |
| Q2 2023 | $1,939 | -46.2% | 42 | -46.8% | 0.00% | – |
| Q4 2022 | $3,606 | +260.6% | 79 | +192.6% | 0.00% | – |
| Q3 2022 | $1,000 | -94.4% | 27 | -92.9% | 0.00% | – |
| Q2 2022 | $18,000 | +500.0% | 382 | +649.0% | 0.00% | – |
| Q1 2022 | $3,000 | -76.9% | 51 | -78.6% | 0.00% | – |
| Q4 2021 | $13,000 | +333.3% | 238 | +385.7% | 0.00% | – |
| Q3 2021 | $3,000 | – | 49 | +512.5% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 8 | -87.5% | 0.00% | – |
| Q1 2021 | $3,000 | -85.0% | 64 | -82.3% | 0.00% | – |
| Q4 2020 | $20,000 | +53.8% | 361 | +58.3% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 228 | +11.2% | 0.00% | – |
| Q2 2020 | $12,000 | 0.0% | 205 | -5.1% | 0.00% | – |
| Q1 2020 | $12,000 | -7.7% | 216 | -14.3% | 0.00% | – |
| Q4 2019 | $13,000 | -75.0% | 252 | -73.9% | 0.00% | – |
| Q3 2019 | $52,000 | +271.4% | 965 | +278.4% | 0.00% | – |
| Q2 2019 | $14,000 | -33.3% | 255 | -38.3% | 0.00% | – |
| Q1 2019 | $21,000 | -12.5% | 413 | -11.2% | 0.00% | – |
| Q4 2018 | $24,000 | -38.5% | 465 | -40.8% | 0.00% | – |
| Q3 2018 | $39,000 | -94.3% | 785 | -94.2% | 0.00% | -100.0% |
| Q2 2018 | $686,000 | -3.9% | 13,537 | -3.2% | 0.00% | 0.0% |
| Q1 2018 | $714,000 | +6.4% | 13,987 | +8.4% | 0.00% | 0.0% |
| Q4 2017 | $671,000 | -1.3% | 12,903 | -0.6% | 0.00% | 0.0% |
| Q3 2017 | $680,000 | +3.2% | 12,978 | +2.8% | 0.00% | 0.0% |
| Q2 2017 | $659,000 | +0.8% | 12,621 | -0.1% | 0.00% | 0.0% |
| Q1 2017 | $654,000 | +6.5% | 12,635 | +5.9% | 0.00% | 0.0% |
| Q4 2016 | $614,000 | +5.1% | 11,931 | +9.7% | 0.00% | 0.0% |
| Q3 2016 | $584,000 | +1.0% | 10,877 | +1.2% | 0.00% | 0.0% |
| Q2 2016 | $578,000 | +10.7% | 10,752 | +8.8% | 0.00% | 0.0% |
| Q1 2016 | $522,000 | – | 9,885 | – | 0.00% | – |
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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% |