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 | $1,357,310 | -6.6% | 30,688 | -2.5% | 0.54% | -2.2% |
| Q2 2023 | $1,453,032 | +2.8% | 31,478 | +4.6% | 0.55% | -3.3% |
| Q1 2023 | $1,412,835 | +20.5% | 30,105 | +17.2% | 0.57% | +12.0% |
| Q4 2022 | $1,172,194 | +32.8% | 25,678 | +31.7% | 0.51% | +23.8% |
| Q3 2022 | $883,000 | -6.7% | 19,493 | -1.4% | 0.41% | -2.1% |
| Q2 2022 | $946,000 | +1.4% | 19,766 | +7.1% | 0.42% | +22.4% |
| Q1 2022 | $933,000 | -26.9% | 18,448 | -22.2% | 0.34% | -24.8% |
| Q4 2021 | $1,277,000 | – | 23,701 | – | 0.46% | – |
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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% |