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 2021 | $257,000 | -0.8% | 4,769 | 0.0% | 0.17% | -12.6% |
| Q3 2021 | $259,000 | +16.1% | 4,769 | +15.6% | 0.20% | +6.5% |
| Q1 2021 | $223,000 | -3.5% | 4,126 | 0.0% | 0.19% | -9.3% |
| Q4 2020 | $231,000 | 0.0% | 4,126 | 0.0% | 0.20% | -12.0% |
| Q3 2020 | $231,000 | -80.1% | 4,126 | -80.0% | 0.23% | -12.1% |
| Q2 2020 | $1,160,000 | +3.6% | 20,630 | 0.0% | 0.26% | -11.1% |
| Q1 2020 | $1,120,000 | +348.0% | 20,630 | +341.3% | 0.30% | +17.3% |
| Q4 2019 | $250,000 | +0.4% | 4,675 | +1.1% | 0.25% | -12.4% |
| Q3 2019 | $249,000 | – | 4,622 | – | 0.29% | – |
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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% |