SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,484,840 | +12.4% | 33,571 | +17.3% | 1.93% | +5.3% |
| Q2 2023 | $1,321,192 | -6.7% | 28,622 | -5.2% | 1.84% | -4.6% |
| Q1 2023 | $1,416,729 | +30.6% | 30,201 | +27.1% | 1.92% | +24.3% |
| Q4 2022 | $1,084,872 | +6.4% | 23,765 | +5.6% | 1.55% | +0.1% |
| Q3 2022 | $1,020,000 | +12.8% | 22,508 | +19.2% | 1.55% | +17.6% |
| Q2 2022 | $904,000 | -0.3% | 18,884 | +1.0% | 1.32% | +21.3% |
| Q1 2022 | $907,000 | – | 18,694 | – | 1.08% | – |
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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% |