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 | $1,888,194 | +5.1% | 42,690 | +9.7% | 0.86% | -2.7% |
| Q2 2023 | $1,796,360 | -6.0% | 38,916 | -4.4% | 0.88% | -10.6% |
| Q1 2023 | $1,910,515 | +6.5% | 40,727 | +3.6% | 0.99% | +4.5% |
| Q4 2022 | $1,794,462 | +7.9% | 39,309 | +7.1% | 0.95% | +3.5% |
| Q3 2022 | $1,663,000 | -2.7% | 36,711 | +2.8% | 0.91% | +7.3% |
| Q2 2022 | $1,709,000 | -8.1% | 35,705 | -2.9% | 0.85% | +11.2% |
| Q1 2022 | $1,859,000 | -32.6% | 36,765 | -28.2% | 0.77% | -37.2% |
| Q4 2021 | $2,759,000 | +0.5% | 51,183 | +1.2% | 1.22% | -17.2% |
| Q3 2021 | $2,744,000 | -4.1% | 50,573 | -3.5% | 1.47% | -4.8% |
| Q2 2021 | $2,861,000 | -0.5% | 52,394 | -1.7% | 1.55% | -21.4% |
| Q1 2021 | $2,875,000 | +31.5% | 53,288 | +36.5% | 1.97% | +3.5% |
| Q4 2020 | $2,187,000 | – | 39,039 | – | 1.90% | – |
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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% |