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 | $203,989 | -93.1% | 4,612 | -92.9% | 0.01% | -93.4% |
| Q4 2022 | $2,971,039 | -26.9% | 65,083 | -27.5% | 0.12% | -34.9% |
| Q3 2022 | $4,067,000 | +404.0% | 89,750 | +499.4% | 0.19% | +541.4% |
| Q4 2021 | $807,000 | +54.0% | 14,973 | +55.1% | 0.03% | +31.8% |
| Q3 2021 | $524,000 | -6.6% | 9,653 | -6.0% | 0.02% | -4.3% |
| Q2 2021 | $561,000 | +19.9% | 10,272 | +18.4% | 0.02% | +9.5% |
| Q1 2021 | $468,000 | -55.6% | 8,674 | -53.9% | 0.02% | -58.8% |
| Q4 2020 | $1,054,000 | +41.1% | 18,803 | +41.1% | 0.05% | +21.4% |
| Q3 2020 | $747,000 | -41.6% | 13,328 | -41.4% | 0.04% | -44.0% |
| Q2 2020 | $1,279,000 | -17.7% | 22,745 | -20.6% | 0.08% | -29.9% |
| Q1 2020 | $1,554,000 | -38.5% | 28,630 | -39.4% | 0.11% | -25.2% |
| Q4 2019 | $2,525,000 | +539.2% | 47,251 | +544.5% | 0.14% | +495.8% |
| Q3 2019 | $395,000 | +2.3% | 7,331 | -4.0% | 0.02% | -20.0% |
| Q4 2018 | $386,000 | +36.9% | 7,639 | +41.1% | 0.03% | +36.4% |
| Q4 2017 | $282,000 | – | 5,414 | – | 0.02% | – |
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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% |