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 | $1,115,171 | -2.3% | 25,213 | +2.0% | 0.18% | -1.6% |
| Q2 2023 | $1,140,844 | -53.1% | 24,715 | -52.4% | 0.18% | -58.9% |
| Q1 2023 | $2,434,582 | +268.4% | 51,899 | +258.5% | 0.45% | +238.3% |
| Q4 2022 | $660,829 | -24.5% | 14,476 | -25.1% | 0.13% | -29.6% |
| Q3 2022 | $875,000 | -34.8% | 19,319 | -31.1% | 0.19% | -35.5% |
| Q2 2022 | $1,343,000 | -1.2% | 28,050 | +4.3% | 0.29% | +15.4% |
| Q1 2022 | $1,360,000 | – | 26,900 | – | 0.25% | – |
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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% |