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 | $307,533 | +10.8% | 6,953 | +15.7% | 0.13% | +14.0% |
| Q2 2023 | $277,477 | +32.7% | 6,011 | +34.8% | 0.11% | +29.5% |
| Q1 2023 | $209,111 | -4.6% | 4,458 | -7.2% | 0.09% | -8.3% |
| Q4 2022 | $219,256 | -1.7% | 4,803 | -2.6% | 0.10% | -9.4% |
| Q3 2022 | $223,000 | -5.1% | 4,931 | +0.4% | 0.11% | -2.8% |
| Q2 2022 | $235,000 | -61.1% | 4,911 | -56.2% | 0.11% | -59.8% |
| Q1 2022 | $604,000 | 0.0% | 11,212 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $604,000 | -3.7% | 11,212 | -3.0% | 0.27% | -23.2% |
| Q3 2021 | $627,000 | -0.5% | 11,554 | +0.1% | 0.35% | -4.1% |
| Q2 2021 | $630,000 | -0.2% | 11,537 | -0.7% | 0.37% | -10.2% |
| Q1 2021 | $631,000 | -2.6% | 11,619 | -0.6% | 0.41% | -26.4% |
| Q4 2020 | $648,000 | – | 11,691 | – | 0.56% | – |
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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% |