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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $230,800 | -1.6% | 5,000 | 0.0% | 0.03% | -10.3% |
| Q1 2023 | $234,550 | +2.8% | 5,000 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $228,250 | +0.6% | 5,000 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $227,000 | -41.0% | 5,000 | -37.9% | 0.03% | -36.2% |
| Q2 2022 | $385,000 | -5.4% | 8,050 | 0.0% | 0.05% | +9.3% |
| Q1 2022 | $407,000 | -6.2% | 8,050 | 0.0% | 0.04% | -6.5% |
| Q4 2021 | $434,000 | -13.5% | 8,050 | -13.0% | 0.05% | -16.4% |
| Q3 2021 | $502,000 | -0.6% | 9,250 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $505,000 | +0.4% | 9,250 | -0.8% | 0.06% | -5.1% |
| Q1 2021 | $503,000 | -2.9% | 9,325 | +0.8% | 0.06% | -19.2% |
| Q4 2020 | $518,000 | -0.2% | 9,250 | 0.0% | 0.07% | -14.1% |
| Q3 2020 | $519,000 | -0.2% | 9,250 | 0.0% | 0.08% | -6.6% |
| Q2 2020 | $520,000 | +3.6% | 9,250 | 0.0% | 0.09% | -9.9% |
| Q1 2020 | $502,000 | -6.0% | 9,250 | -7.5% | 0.10% | -26.8% |
| Q4 2019 | $534,000 | -0.9% | 10,000 | 0.0% | 0.14% | 0.0% |
| Q3 2019 | $539,000 | +1.7% | 10,000 | 0.0% | 0.14% | -4.2% |
| Q2 2019 | $530,000 | +2.1% | 10,000 | 0.0% | 0.14% | -4.6% |
| Q1 2019 | $519,000 | +2.6% | 10,000 | 0.0% | 0.15% | -13.2% |
| Q4 2018 | $506,000 | – | 10,000 | – | 0.17% | – |
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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% |