SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,538 | -4.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,696 | -1.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28,146 | +2.8% | 600 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $27,390 | +1.4% | 600 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $27,000 | -6.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -3.3% | 600 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $30,000 | -6.2% | 600 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $32,000 | -3.0% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $33,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +13.8% | 600 | +11.1% | 0.01% | +16.7% |
| Q1 2021 | $29,000 | -3.3% | 540 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $30,000 | 0.0% | 540 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $30,000 | +3.4% | 540 | +2.9% | 0.01% | -10.0% |
| Q2 2020 | $29,000 | -3.3% | 525 | -5.4% | 0.01% | -16.7% |
| Q1 2020 | $30,000 | +30.4% | 555 | +24.7% | 0.01% | 0.0% |
| Q4 2019 | $23,000 | – | 445 | – | 0.01% | – |
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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% |