SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,636,308 | -2.3% | 59,699 | +0.1% | 6.12% | +1.0% |
| Q2 2023 | $2,697,246 | -4.4% | 59,634 | -0.6% | 6.06% | -4.7% |
| Q1 2023 | $2,822,118 | +72.9% | 59,994 | +67.8% | 6.36% | +80.8% |
| Q4 2022 | $1,632,490 | -5.0% | 35,761 | -5.7% | 3.52% | -12.4% |
| Q3 2022 | $1,718,000 | +2.9% | 37,927 | +8.7% | 4.02% | +3.5% |
| Q2 2022 | $1,670,000 | -0.8% | 34,896 | +4.9% | 3.88% | +11.4% |
| Q1 2022 | $1,683,000 | -5.3% | 33,276 | +0.9% | 3.49% | -0.6% |
| Q4 2021 | $1,778,000 | +44.3% | 32,988 | +45.3% | 3.51% | +12.7% |
| Q3 2021 | $1,232,000 | +3.5% | 22,705 | +4.2% | 3.11% | +0.6% |
| Q2 2021 | $1,190,000 | – | 21,797 | – | 3.09% | – |
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% |