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 | $1,242 | +7.3% | 28,090 | +13.9% | 0.75% | -19.8% |
| Q1 2023 | $1,157 | -36.6% | 24,669 | -38.3% | 0.93% | -26.9% |
| Q4 2022 | $1,825 | -99.9% | 39,985 | -0.8% | 1.28% | -5.6% |
| Q2 2022 | $1,929,000 | +206.7% | 40,296 | +223.9% | 1.35% | +213.2% |
| Q1 2022 | $629,000 | -15.6% | 12,439 | -10.1% | 0.43% | -13.3% |
| Q4 2021 | $745,000 | -94.9% | 13,832 | -94.8% | 0.50% | -96.2% |
| Q2 2021 | $14,534,000 | +5.4% | 266,195 | +4.1% | 13.25% | +24.8% |
| Q1 2021 | $13,794,000 | +6.2% | 255,689 | +10.3% | 10.62% | +4.3% |
| Q4 2020 | $12,985,000 | – | 231,757 | – | 10.19% | – |
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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% |