SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,689,663 | +10.2% | 241,684 | +15.0% | 0.24% | +13.0% |
| Q2 2023 | $9,700,916 | +2.9% | 210,158 | +4.6% | 0.22% | -4.9% |
| Q1 2023 | $9,428,485 | +7.0% | 200,991 | +7.6% | 0.23% | -6.2% |
| Q4 2022 | $8,811,327 | -10.6% | 186,760 | -14.2% | 0.24% | -35.9% |
| Q3 2022 | $9,861,000 | -7.7% | 217,634 | -2.5% | 0.38% | +3.0% |
| Q2 2022 | $10,688,000 | +17.1% | 223,271 | +23.7% | 0.36% | +2.0% |
| Q1 2022 | $9,129,000 | -9.4% | 180,522 | -3.4% | 0.36% | -12.7% |
| Q4 2021 | $10,074,000 | +11.7% | 186,902 | +12.5% | 0.41% | -1.4% |
| Q3 2021 | $9,018,000 | +11.7% | 166,200 | +12.4% | 0.42% | +11.8% |
| Q2 2021 | $8,073,000 | +24.2% | 147,857 | +22.7% | 0.37% | +8.1% |
| Q1 2021 | $6,502,000 | +18.4% | 120,519 | +23.0% | 0.34% | -12.9% |
| Q4 2020 | $5,490,000 | +8.6% | 97,983 | +8.7% | 0.40% | -10.2% |
| Q3 2020 | $5,055,000 | +41.2% | 90,139 | +41.6% | 0.44% | +29.4% |
| Q2 2020 | $3,581,000 | +17.2% | 63,674 | +13.1% | 0.34% | +6.9% |
| Q1 2020 | $3,055,000 | +45.9% | 56,293 | +43.6% | 0.32% | +80.7% |
| Q4 2019 | $2,094,000 | +59.5% | 39,191 | +60.7% | 0.18% | +43.1% |
| Q3 2019 | $1,313,000 | +26160.0% | 24,383 | +24283.0% | 0.12% | +12200.0% |
| Q2 2018 | $5,000 | – | 100 | – | 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% |