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 | $2,370,835 | +1.0% | 53,602 | +5.4% | 1.56% | +2.1% |
| Q2 2023 | $2,347,175 | -3.3% | 50,849 | -1.7% | 1.52% | +1.4% |
| Q1 2023 | $2,427,399 | +10.2% | 51,746 | +7.3% | 1.50% | +3.8% |
| Q4 2022 | $2,201,972 | -15.3% | 48,236 | -15.9% | 1.45% | -21.7% |
| Q3 2022 | $2,599,000 | -6.8% | 57,361 | -1.5% | 1.85% | -13.4% |
| Q2 2022 | $2,788,000 | -11.6% | 58,235 | -6.7% | 2.14% | -2.2% |
| Q1 2022 | $3,155,000 | -15.9% | 62,387 | -10.4% | 2.18% | -13.9% |
| Q4 2021 | $3,752,000 | -2.6% | 69,606 | -1.9% | 2.54% | -24.9% |
| Q3 2021 | $3,852,000 | -2.3% | 70,988 | -1.7% | 3.38% | -16.5% |
| Q2 2021 | $3,943,000 | – | 72,224 | – | 4.05% | – |
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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% |