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 | $299,003 | -22.6% | 6,760 | -19.2% | 0.09% | -20.7% |
| Q2 2023 | $386,322 | -1.7% | 8,369 | -0.1% | 0.12% | -7.2% |
| Q1 2023 | $393,068 | -3.6% | 8,379 | -6.2% | 0.12% | -11.3% |
| Q4 2022 | $407,663 | +2.7% | 8,930 | +2.0% | 0.14% | -7.8% |
| Q3 2022 | $397,000 | -13.1% | 8,752 | -8.3% | 0.15% | -8.9% |
| Q2 2022 | $457,000 | -12.8% | 9,545 | -7.8% | 0.17% | +7.7% |
| Q1 2022 | $524,000 | -7.4% | 10,354 | -1.3% | 0.16% | -4.9% |
| Q4 2021 | $566,000 | -0.2% | 10,494 | +0.4% | 0.16% | -8.9% |
| Q3 2021 | $567,000 | -0.7% | 10,456 | 0.0% | 0.18% | -0.6% |
| Q2 2021 | $571,000 | 0.0% | 10,456 | -1.1% | 0.18% | -5.7% |
| Q1 2021 | $571,000 | -3.2% | 10,577 | +0.4% | 0.19% | -11.9% |
| Q4 2020 | $590,000 | -13.0% | 10,538 | -12.9% | 0.22% | -23.5% |
| Q3 2020 | $678,000 | -1.9% | 12,098 | -1.6% | 0.28% | -16.7% |
| Q2 2020 | $691,000 | +3.0% | 12,292 | -0.6% | 0.34% | -18.8% |
| Q1 2020 | $671,000 | -5.0% | 12,370 | -6.3% | 0.42% | +7.1% |
| Q4 2019 | $706,000 | -29.6% | 13,206 | -29.1% | 0.39% | -33.4% |
| Q3 2019 | $1,003,000 | +52.9% | 18,634 | +50.6% | 0.59% | +50.5% |
| Q2 2019 | $656,000 | +63.6% | 12,373 | +59.9% | 0.39% | +59.3% |
| Q1 2019 | $401,000 | +0.5% | 7,738 | -1.9% | 0.25% | -10.5% |
| Q4 2018 | $399,000 | -22.5% | 7,888 | -22.9% | 0.28% | -19.4% |
| Q3 2018 | $515,000 | -8.5% | 10,232 | -8.0% | 0.34% | -15.6% |
| Q2 2018 | $563,000 | -4.1% | 11,116 | -3.4% | 0.40% | -7.8% |
| Q1 2018 | $587,000 | +49.0% | 11,505 | +51.8% | 0.44% | +43.1% |
| Q4 2017 | $394,000 | +1.8% | 7,581 | +2.6% | 0.31% | -4.4% |
| Q3 2017 | $387,000 | -8.1% | 7,387 | -8.5% | 0.32% | -22.3% |
| Q2 2017 | $421,000 | +12.6% | 8,069 | +11.6% | 0.41% | +8.1% |
| Q1 2017 | $374,000 | +16.5% | 7,228 | +16.1% | 0.38% | +5.0% |
| Q4 2016 | $321,000 | – | 6,226 | – | 0.36% | – |
Download | ||||||
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% |