SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,168 | -99.9% | 47,500 | -10.5% | 0.00% | 0.0% |
| Q2 2022 | $2,542,000 | -2.0% | 53,100 | +11.7% | 0.00% | 0.0% |
| Q2 2021 | $2,595,000 | -60.9% | 47,532 | -61.4% | 0.00% | -62.5% |
| Q1 2021 | $6,641,000 | -14.2% | 123,100 | -10.9% | 0.01% | 0.0% |
| Q4 2020 | $7,738,000 | +163.8% | 138,100 | +164.1% | 0.01% | +166.7% |
| Q3 2020 | $2,933,000 | -52.3% | 52,300 | -52.2% | 0.00% | -40.0% |
| Q2 2020 | $6,147,000 | +189.7% | 109,300 | +179.5% | 0.01% | +150.0% |
| Q1 2020 | $2,122,000 | +96.8% | 39,100 | +93.8% | 0.00% | +100.0% |
| Q4 2019 | $1,078,000 | +69.8% | 20,178 | +71.0% | 0.00% | 0.0% |
| Q3 2019 | $635,000 | +139.6% | 11,800 | +136.0% | 0.00% | – |
| Q2 2019 | $265,000 | -90.3% | 5,000 | -90.7% | 0.00% | -100.0% |
| Q2 2018 | $2,718,000 | +119.4% | 53,675 | +125.4% | 0.00% | 0.0% |
| Q4 2017 | $1,239,000 | – | 23,812 | – | 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% |