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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $526,000 | -6.2% | 10,399 | 0.0% | 0.13% | -2.9% |
| Q4 2021 | $561,000 | -0.5% | 10,399 | 0.0% | 0.14% | -11.6% |
| Q3 2021 | $564,000 | -0.7% | 10,399 | 0.0% | 0.16% | +7.6% |
| Q2 2021 | $568,000 | +1.2% | 10,399 | 0.0% | 0.14% | -9.4% |
| Q1 2021 | $561,000 | -3.8% | 10,399 | 0.0% | 0.16% | -11.2% |
| Q4 2020 | $583,000 | -4.6% | 10,399 | -4.6% | 0.18% | -17.9% |
| Q3 2020 | $611,000 | -0.3% | 10,899 | 0.0% | 0.22% | -11.7% |
| Q2 2020 | $613,000 | -1.0% | 10,899 | -4.4% | 0.25% | -14.8% |
| Q1 2020 | $619,000 | -1.7% | 11,399 | -2.6% | 0.29% | +15.1% |
| Q4 2019 | $630,000 | 0.0% | 11,699 | 0.0% | 0.25% | +2.4% |
| Q3 2019 | $630,000 | -2.9% | 11,699 | -4.5% | 0.25% | +4.2% |
| Q2 2019 | $649,000 | – | 12,247 | – | 0.24% | – |
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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% |