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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $202,000 | +1.0% | 3,602 | +0.8% | 0.05% | -12.1% |
| Q3 2020 | $200,000 | -0.5% | 3,575 | 0.0% | 0.06% | -6.5% |
| Q2 2020 | $201,000 | -21.8% | 3,575 | -25.6% | 0.06% | -18.4% |
| Q4 2019 | $257,000 | -1.5% | 4,806 | -1.0% | 0.08% | -5.0% |
| Q3 2019 | $261,000 | +7.9% | 4,855 | +6.3% | 0.08% | +9.6% |
| Q2 2019 | $242,000 | +7.6% | 4,569 | +5.2% | 0.07% | +21.7% |
| Q1 2019 | $225,000 | +6.1% | 4,343 | +3.7% | 0.06% | +36.4% |
| Q4 2018 | $212,000 | – | 4,188 | – | 0.04% | – |
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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% |