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 | $692,155 | -5.9% | 15,649 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $735,467 | -21.4% | 15,933 | -20.2% | 0.00% | -50.0% |
| Q1 2023 | $936,277 | -32.1% | 19,959 | -34.0% | 0.00% | 0.0% |
| Q4 2022 | $1,379,680 | -6.5% | 30,223 | -7.2% | 0.00% | -33.3% |
| Q3 2022 | $1,476,000 | -10.9% | 32,579 | -5.9% | 0.00% | 0.0% |
| Q2 2022 | $1,657,000 | -11.5% | 34,605 | -6.6% | 0.00% | 0.0% |
| Q1 2022 | $1,873,000 | -11.4% | 37,044 | -5.5% | 0.00% | 0.0% |
| Q4 2021 | $2,113,000 | +58.5% | 39,193 | +59.5% | 0.00% | +50.0% |
| Q3 2021 | $1,333,000 | +2.5% | 24,573 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $1,300,000 | -2.0% | 23,812 | -3.1% | 0.00% | 0.0% |
| Q1 2021 | $1,326,000 | -2.6% | 24,573 | +1.1% | 0.00% | -33.3% |
| Q4 2020 | $1,361,000 | -23.1% | 24,300 | -23.0% | 0.00% | -25.0% |
| Q3 2020 | $1,769,000 | +58.4% | 31,548 | +58.8% | 0.00% | +33.3% |
| Q2 2020 | $1,117,000 | – | 19,864 | – | 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% |