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 | $42 | -2.3% | 942 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $43 | +152.9% | 942 | +146.6% | 0.01% | +100.0% |
Q4 2022 | $17 | -99.9% | 382 | +1.1% | 0.01% | 0.0% |
Q3 2022 | $17,000 | -5.6% | 378 | +0.5% | 0.01% | 0.0% |
Q2 2022 | $18,000 | -5.3% | 376 | +0.5% | 0.01% | +20.0% |
Q1 2022 | $19,000 | -5.0% | 374 | +0.5% | 0.01% | -16.7% |
Q4 2021 | $20,000 | 0.0% | 372 | +1.4% | 0.01% | -25.0% |
Q2 2021 | $20,000 | 0.0% | 367 | +0.5% | 0.01% | -11.1% |
Q1 2021 | $20,000 | – | 365 | – | 0.01% | – |
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% |