SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,358 | +57.2% | 29,410 | +59.8% | 0.56% | +46.2% |
| Q1 2023 | $864 | +29.1% | 18,409 | +25.7% | 0.38% | +58.3% |
| Q4 2022 | $669 | -99.9% | 14,651 | +21.6% | 0.24% | -20.1% |
| Q2 2022 | $577,000 | -61.2% | 12,045 | -59.1% | 0.30% | -34.1% |
| Q1 2022 | $1,489,000 | -52.5% | 29,442 | -49.4% | 0.46% | -18.0% |
| Q4 2021 | $3,135,000 | +375.0% | 58,168 | +378.0% | 0.56% | +176.4% |
| Q3 2021 | $660,000 | -78.3% | 12,168 | -78.1% | 0.20% | -67.6% |
| Q2 2021 | $3,041,000 | -21.8% | 55,688 | -19.8% | 0.63% | -33.2% |
| Q4 2020 | $3,889,000 | – | 69,417 | – | 0.94% | – |
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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% |