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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,513 | -14.7% | 4,908 | -12.7% | 0.01% | -38.5% |
| Q3 2022 | $255,000 | -23.4% | 5,620 | -19.0% | 0.01% | -23.5% |
| Q2 2022 | $333,000 | -33.5% | 6,937 | -29.8% | 0.02% | -19.0% |
| Q1 2022 | $501,000 | -19.3% | 9,887 | -14.0% | 0.02% | -22.2% |
| Q4 2021 | $621,000 | -1.9% | 11,501 | -1.2% | 0.03% | -15.6% |
| Q3 2021 | $633,000 | -11.1% | 11,645 | -10.6% | 0.03% | -11.1% |
| Q2 2021 | $712,000 | +8.0% | 13,024 | +6.8% | 0.04% | -7.7% |
| Q1 2021 | $659,000 | -9.2% | 12,197 | -5.8% | 0.04% | -22.0% |
| Q4 2020 | $726,000 | +1478.3% | 12,950 | +1465.9% | 0.05% | +177.8% |
| Q3 2020 | $46,000 | -93.6% | 827 | -93.6% | 0.02% | -71.9% |
| Q2 2020 | $722,000 | -4.5% | 12,844 | -7.8% | 0.06% | -20.0% |
| Q1 2020 | $756,000 | +2.3% | 13,933 | +0.7% | 0.08% | +40.4% |
| Q4 2019 | $739,000 | +18.1% | 13,838 | +18.9% | 0.06% | -10.9% |
| Q3 2019 | $626,000 | – | 11,634 | – | 0.06% | – |
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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% |