SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,301 | -80.9% | 6,654 | -80.1% | 0.02% | -79.8% |
| Q2 2023 | $1,542,792 | -16.2% | 33,423 | -14.9% | 0.11% | -20.4% |
| Q1 2023 | $1,842,135 | -22.9% | 39,270 | -24.9% | 0.14% | -24.7% |
| Q4 2022 | $2,388,456 | -29.9% | 52,321 | -30.4% | 0.18% | -35.9% |
| Q3 2022 | $3,407,000 | -20.6% | 75,182 | -16.2% | 0.28% | -13.7% |
| Q2 2022 | $4,292,000 | -6.9% | 89,663 | -1.7% | 0.33% | +5.1% |
| Q1 2022 | $4,611,000 | -8.1% | 91,181 | -2.1% | 0.31% | -2.8% |
| Q4 2021 | $5,019,000 | -0.9% | 93,124 | -0.3% | 0.32% | -6.9% |
| Q3 2021 | $5,066,000 | -14.7% | 93,372 | -14.1% | 0.35% | -13.9% |
| Q2 2021 | $5,938,000 | +0.2% | 108,758 | -1.0% | 0.40% | -6.7% |
| Q1 2021 | $5,927,000 | -21.4% | 109,858 | -18.4% | 0.43% | -25.8% |
| Q4 2020 | $7,541,000 | -0.5% | 134,591 | -0.4% | 0.58% | -11.2% |
| Q3 2020 | $7,580,000 | -8.9% | 135,160 | -8.6% | 0.65% | -13.0% |
| Q2 2020 | $8,318,000 | -0.9% | 147,897 | -4.3% | 0.75% | -17.2% |
| Q1 2020 | $8,390,000 | -12.5% | 154,606 | -13.8% | 0.91% | +4.6% |
| Q4 2019 | $9,586,000 | -3.8% | 179,417 | -3.1% | 0.87% | -12.7% |
| Q3 2019 | $9,969,000 | -15.9% | 185,134 | -17.2% | 0.99% | -6.9% |
| Q2 2019 | $11,853,000 | -0.5% | 223,646 | -2.6% | 1.07% | -4.1% |
| Q1 2019 | $11,910,000 | -25.1% | 229,576 | -26.9% | 1.11% | -31.9% |
| Q4 2018 | $15,893,000 | +248.5% | 314,153 | +246.1% | 1.64% | +281.4% |
| Q3 2018 | $4,561,000 | +2.5% | 90,758 | +3.3% | 0.43% | -2.5% |
| Q2 2018 | $4,451,000 | +31.0% | 87,900 | +32.0% | 0.44% | +27.9% |
| Q1 2018 | $3,398,000 | -56.6% | 66,601 | -55.7% | 0.34% | -55.8% |
| Q4 2017 | $7,824,000 | – | 150,349 | – | 0.78% | – |
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% |