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 | $42,543 | -91.8% | 962 | -91.4% | 0.00% | – |
| Q2 2023 | $518,214 | -6.0% | 11,226 | -4.4% | 0.00% | – |
| Q1 2023 | $551,055 | +8.3% | 11,747 | +5.4% | 0.00% | – |
| Q4 2022 | $508,907 | -24.6% | 11,148 | -25.2% | 0.00% | – |
| Q3 2022 | $675,000 | -0.1% | 14,908 | +5.6% | 0.00% | – |
| Q2 2022 | $676,000 | -25.7% | 14,123 | -21.5% | 0.00% | – |
| Q1 2022 | $910,000 | +8.3% | 17,982 | +15.3% | 0.00% | – |
| Q4 2021 | $840,000 | +81.0% | 15,593 | +82.2% | 0.00% | – |
| Q3 2021 | $464,000 | +9.4% | 8,556 | +10.2% | 0.00% | – |
| Q2 2021 | $424,000 | -17.2% | 7,764 | -18.1% | 0.00% | – |
| Q1 2021 | $512,000 | +14.3% | 9,485 | +18.6% | 0.00% | – |
| Q4 2020 | $448,000 | +314.8% | 7,997 | +314.6% | 0.00% | – |
| Q3 2020 | $108,000 | -27.5% | 1,929 | -27.5% | 0.00% | – |
| Q2 2020 | $149,000 | -5.1% | 2,660 | -8.1% | 0.00% | – |
| Q1 2020 | $157,000 | -19.5% | 2,896 | -20.5% | 0.00% | – |
| Q4 2019 | $195,000 | +33.6% | 3,644 | +34.2% | 0.00% | – |
| Q3 2019 | $146,000 | +67.8% | 2,715 | +65.1% | 0.00% | – |
| Q2 2019 | $87,000 | +19.2% | 1,644 | +17.5% | 0.00% | – |
| Q1 2019 | $73,000 | -16.1% | 1,399 | -18.8% | 0.00% | – |
| Q4 2018 | $87,000 | +97.7% | 1,722 | +96.4% | 0.00% | – |
| Q3 2018 | $44,000 | -98.4% | 877 | -98.4% | 0.00% | -100.0% |
| Q2 2018 | $2,835,000 | +4.7% | 55,980 | +5.4% | 0.00% | 0.0% |
| Q1 2018 | $2,708,000 | +1.3% | 53,090 | +3.4% | 0.00% | 0.0% |
| Q4 2017 | $2,672,000 | -5.7% | 51,338 | -5.1% | 0.00% | 0.0% |
| Q3 2017 | $2,833,000 | +13.3% | 54,111 | +13.1% | 0.00% | 0.0% |
| Q2 2017 | $2,501,000 | +3.1% | 47,861 | +2.2% | 0.00% | 0.0% |
| Q1 2017 | $2,426,000 | +8.4% | 46,844 | +7.8% | 0.00% | 0.0% |
| Q4 2016 | $2,239,000 | +1.3% | 43,472 | +5.6% | 0.00% | 0.0% |
| Q3 2016 | $2,210,000 | +7.0% | 41,172 | +7.1% | 0.00% | 0.0% |
| Q2 2016 | $2,065,000 | -0.2% | 38,451 | -1.9% | 0.00% | 0.0% |
| Q1 2016 | $2,070,000 | +5.6% | 39,193 | +2.9% | 0.00% | 0.0% |
| Q4 2015 | $1,961,000 | +5842.4% | 38,075 | +5915.0% | 0.00% | – |
| Q3 2015 | $33,000 | +10.0% | 633 | +10.5% | 0.00% | – |
| Q2 2015 | $30,000 | +50.0% | 573 | +44.7% | 0.00% | – |
| Q1 2015 | $20,000 | -89.7% | 396 | -89.4% | 0.00% | – |
| Q4 2014 | $195,000 | +6.6% | 3,735 | +5.6% | 0.00% | – |
| Q3 2014 | $183,000 | -0.5% | 3,537 | 0.0% | 0.00% | – |
| Q2 2014 | $184,000 | – | 3,537 | – | 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% |