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 | $270,953 | -4.2% | 6,126 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $282,776 | -1.6% | 6,126 | 0.0% | 0.23% | -5.4% |
| Q1 2023 | $287,371 | +6.9% | 6,126 | +4.0% | 0.24% | -0.8% |
| Q4 2022 | $268,787 | +0.7% | 5,888 | 0.0% | 0.24% | -6.5% |
| Q3 2022 | $267,000 | -5.3% | 5,888 | 0.0% | 0.26% | -1.1% |
| Q2 2022 | $282,000 | +2.9% | 5,888 | +25.8% | 0.26% | +11.4% |
| Q1 2022 | $274,000 | -6.2% | 4,680 | -13.6% | 0.24% | -2.9% |
| Q4 2021 | $292,000 | +3.9% | 5,417 | +4.6% | 0.24% | -1.6% |
| Q3 2021 | $281,000 | -0.7% | 5,177 | 0.0% | 0.25% | -0.8% |
| Q2 2021 | $283,000 | +12.3% | 5,177 | +10.6% | 0.25% | +4.2% |
| Q1 2021 | $252,000 | +0.4% | 4,680 | +4.4% | 0.24% | -4.8% |
| Q4 2020 | $251,000 | – | 4,484 | – | 0.25% | – |
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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% |