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 | $953 | -4.0% | 21,541 | +0.2% | 0.20% | +1.5% |
| Q2 2023 | $993 | +2.0% | 21,504 | +3.6% | 0.20% | -2.4% |
| Q1 2023 | $974 | +10.3% | 20,766 | +7.4% | 0.21% | +6.2% |
| Q4 2022 | $883 | -99.9% | 19,332 | -0.6% | 0.20% | -16.3% |
| Q3 2022 | $881,000 | -4.8% | 19,449 | +0.6% | 0.23% | +0.9% |
| Q2 2022 | $925,000 | -5.1% | 19,329 | +0.2% | 0.23% | +12.1% |
| Q1 2022 | $975,000 | -6.3% | 19,284 | -0.1% | 0.21% | +0.5% |
| Q4 2021 | $1,041,000 | -8.8% | 19,306 | -8.2% | 0.20% | -16.0% |
| Q3 2021 | $1,142,000 | -6.4% | 21,041 | -5.8% | 0.24% | -3.2% |
| Q2 2021 | $1,220,000 | +5.7% | 22,346 | +4.4% | 0.25% | -2.7% |
| Q1 2021 | $1,154,000 | -4.4% | 21,394 | -0.7% | 0.26% | -13.1% |
| Q4 2020 | $1,207,000 | -3.7% | 21,548 | -3.6% | 0.30% | -15.8% |
| Q3 2020 | $1,253,000 | +5.5% | 22,350 | +5.8% | 0.35% | -0.3% |
| Q2 2020 | $1,188,000 | +32.9% | 21,123 | +28.2% | 0.36% | +12.7% |
| Q1 2020 | $894,000 | -3.5% | 16,473 | -5.0% | 0.32% | +28.0% |
| Q4 2019 | $926,000 | +7.4% | 17,334 | +8.3% | 0.25% | +3.4% |
| Q3 2019 | $862,000 | +3.9% | 16,002 | +2.2% | 0.24% | +1.3% |
| Q2 2019 | $830,000 | +10.7% | 15,659 | +8.3% | 0.24% | +5.4% |
| Q1 2019 | $750,000 | +5.5% | 14,457 | +2.9% | 0.22% | -10.4% |
| Q4 2018 | $711,000 | – | 14,053 | – | 0.25% | – |
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% |