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 | $607,493 | -8.1% | 13,735 | -4.1% | 0.63% | -3.2% |
Q2 2023 | $661,216 | -6.5% | 14,324 | -5.0% | 0.65% | -8.8% |
Q1 2023 | $707,545 | -0.1% | 15,083 | -2.8% | 0.72% | -3.2% |
Q4 2022 | $708,478 | -0.5% | 15,520 | -1.2% | 0.74% | -6.8% |
Q3 2022 | $712,000 | -6.7% | 15,710 | -1.5% | 0.80% | -2.1% |
Q2 2022 | $763,000 | -61.1% | 15,950 | -72.2% | 0.81% | -54.6% |
Q1 2022 | $1,962,000 | +120.2% | 57,320 | +246.6% | 1.79% | +124.9% |
Q4 2021 | $891,000 | – | 16,540 | – | 0.80% | – |
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% |