SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,851 | +100.3% | 11,934 | +109.0% | 0.00% | – |
| Q2 2023 | $263,573 | -2.8% | 5,710 | -1.3% | 0.00% | – |
| Q1 2023 | $271,280 | -1.6% | 5,783 | -4.3% | 0.00% | – |
| Q4 2022 | $275,771 | +4.9% | 6,041 | +4.1% | 0.00% | -100.0% |
| Q3 2022 | $263,000 | -1.1% | 5,804 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $266,000 | +236.7% | 5,556 | +257.3% | 0.00% | – |
| Q1 2022 | $79,000 | +16.2% | 1,555 | +23.9% | 0.00% | – |
| Q4 2021 | $68,000 | -39.3% | 1,255 | -39.2% | 0.00% | – |
| Q3 2021 | $112,000 | +14.3% | 2,065 | +15.0% | 0.00% | – |
| Q2 2021 | $98,000 | 0.0% | 1,795 | -0.3% | 0.00% | – |
| Q1 2021 | $98,000 | -3.9% | 1,801 | -1.7% | 0.00% | – |
| Q4 2020 | $102,000 | – | 1,832 | +26071.4% | 0.00% | – |
| Q3 2020 | $0 | – | 7 | -12.5% | 0.00% | – |
| Q2 2020 | $0 | – | 8 | +700.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 1 | -99.1% | 0.00% | – |
| Q3 2019 | $6,000 | -57.1% | 114 | -56.0% | 0.00% | – |
| Q2 2019 | $14,000 | +133.3% | 259 | +127.2% | 0.00% | – |
| Q1 2019 | $6,000 | – | 114 | +2180.0% | 0.00% | – |
| Q1 2018 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 5 | -99.4% | 0.00% | – |
| Q2 2017 | $41,000 | +156.2% | 795 | +165.0% | 0.00% | – |
| Q2 2016 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2016 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | – |
| Q4 2015 | $15,000 | -6.2% | 300 | 0.0% | 0.00% | – |
| Q3 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2015 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2015 | $16,000 | – | 300 | – | 0.00% | – |
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% |