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 | $6,185,738 | -5.4% | 139,854 | -1.3% | 6.14% | -1.3% |
| Q2 2023 | $6,539,952 | -6.5% | 141,680 | -4.9% | 6.22% | -13.5% |
| Q1 2023 | $6,992,131 | +1.9% | 149,054 | -0.8% | 7.19% | -9.0% |
| Q4 2022 | $6,859,804 | +11.6% | 150,270 | +10.7% | 7.90% | +3.0% |
| Q3 2022 | $6,148,000 | -3.1% | 135,684 | +2.3% | 7.67% | -3.0% |
| Q2 2022 | $6,347,000 | +18.5% | 132,587 | +25.2% | 7.91% | +45.9% |
| Q1 2022 | $5,354,000 | -5.9% | 105,872 | +0.3% | 5.42% | +1.1% |
| Q4 2021 | $5,689,000 | – | 105,555 | – | 5.36% | – |
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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% |