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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,097,000 | +10.8% | 20,351 | +11.6% | 0.68% | +10.0% |
| Q3 2021 | $990,000 | -40.0% | 18,237 | -40.4% | 0.62% | -41.2% |
| Q1 2021 | $1,651,000 | -26.7% | 30,611 | -23.9% | 1.05% | -30.0% |
| Q4 2020 | $2,253,000 | +1.9% | 40,205 | +1.9% | 1.50% | -1.5% |
| Q3 2020 | $2,212,000 | +5.4% | 39,438 | +5.7% | 1.53% | +5.6% |
| Q2 2020 | $2,098,000 | -9.4% | 37,305 | -12.6% | 1.45% | -32.4% |
| Q1 2020 | $2,315,000 | -29.9% | 42,662 | -31.0% | 2.14% | -16.9% |
| Q4 2019 | $3,304,000 | -2.2% | 61,835 | -1.5% | 2.58% | -3.1% |
| Q3 2019 | $3,380,000 | – | 62,758 | – | 2.66% | – |
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% |