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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $776 | +0.3% | 16,822 | +1.9% | 0.40% | -10.1% |
| Q1 2023 | $774 | +41.2% | 16,502 | +37.4% | 0.44% | +10.7% |
| Q4 2022 | $548 | -99.9% | 12,014 | -1.4% | 0.40% | -7.6% |
| Q3 2022 | $552,000 | -86.3% | 12,186 | -85.5% | 0.43% | -84.0% |
| Q2 2022 | $4,017,000 | +443.6% | 83,844 | +473.6% | 2.72% | +448.9% |
| Q1 2022 | $739,000 | +64.6% | 14,616 | +75.1% | 0.50% | +62.8% |
| Q4 2021 | $449,000 | – | 8,347 | – | 0.30% | – |
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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% |