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 | $5,086 | +34.4% | 115 | +40.2% | 0.00% | – |
| Q2 2023 | $3,785 | -1.6% | 82 | 0.0% | 0.00% | – |
| Q1 2023 | $3,847 | -9.4% | 82 | -11.8% | 0.00% | – |
| Q4 2022 | $4,245 | – | 93 | +745.5% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -99.0% | 0.00% | – |
| Q2 2022 | $55,000 | -6.8% | 1,157 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | -4.8% | 1,157 | +1.0% | 0.00% | – |
| Q4 2021 | $62,000 | -16.2% | 1,146 | -15.3% | 0.00% | – |
| Q2 2021 | $74,000 | +124.2% | 1,353 | +114.4% | 0.00% | – |
| Q4 2018 | $33,000 | +371.4% | 631 | +360.6% | 0.00% | – |
| Q3 2015 | $7,000 | – | 137 | – | 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% |