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 | $49,158 | +2357.9% | 1,111 | +2609.8% | 0.00% | – |
| Q3 2022 | $2,000 | -88.9% | 41 | -89.4% | 0.00% | – |
| Q2 2022 | $18,000 | -53.8% | 385 | -50.4% | 0.00% | – |
| Q1 2022 | $39,000 | -63.6% | 776 | -61.1% | 0.00% | – |
| Q4 2021 | $107,000 | -29.1% | 1,995 | -28.3% | 0.00% | – |
| Q3 2021 | $151,000 | +71.6% | 2,784 | +72.1% | 0.00% | – |
| Q2 2021 | $88,000 | +528.6% | 1,618 | +508.3% | 0.00% | – |
| Q1 2021 | $14,000 | -91.2% | 266 | -90.7% | 0.00% | – |
| Q4 2020 | $160,000 | -6.4% | 2,848 | -6.8% | 0.00% | – |
| Q3 2020 | $171,000 | +106.0% | 3,056 | +108.2% | 0.00% | – |
| Q2 2020 | $83,000 | -21.0% | 1,468 | -24.3% | 0.00% | – |
| Q1 2020 | $105,000 | +138.6% | 1,940 | +137.2% | 0.00% | – |
| Q4 2019 | $44,000 | +528.6% | 818 | +505.9% | 0.00% | – |
| Q3 2019 | $7,000 | – | 135 | +13400.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |