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 2022 | $288,000 | -6.8% | 6,354 | -1.6% | 0.07% | +4.8% |
| Q2 2022 | $309,000 | -1.6% | 6,459 | +3.9% | 0.06% | +6.8% |
| Q1 2022 | $314,000 | -4.8% | 6,215 | +1.4% | 0.06% | +43.9% |
| Q4 2021 | $330,000 | -4.3% | 6,128 | -3.5% | 0.04% | -40.6% |
| Q3 2021 | $345,000 | -17.7% | 6,353 | -17.2% | 0.07% | -17.9% |
| Q2 2021 | $419,000 | -1.2% | 7,670 | -2.5% | 0.08% | -9.7% |
| Q1 2021 | $424,000 | -15.0% | 7,868 | -11.7% | 0.09% | -22.5% |
| Q4 2020 | $499,000 | -11.1% | 8,913 | -11.0% | 0.12% | -14.9% |
| Q3 2020 | $561,000 | +4.9% | 10,013 | +5.2% | 0.14% | -0.7% |
| Q2 2020 | $535,000 | -1.7% | 9,514 | -5.1% | 0.14% | -15.0% |
| Q1 2020 | $544,000 | -62.0% | 10,021 | -62.6% | 0.17% | -55.8% |
| Q4 2019 | $1,432,000 | -4.5% | 26,794 | -3.5% | 0.38% | -18.5% |
| Q3 2019 | $1,499,000 | -69.4% | 27,775 | -70.0% | 0.46% | -70.7% |
| Q2 2019 | $4,900,000 | +4.0% | 92,450 | +1.8% | 1.58% | +1.6% |
| Q1 2019 | $4,710,000 | +6.6% | 90,786 | +4.0% | 1.56% | -0.3% |
| Q4 2018 | $4,420,000 | +45.6% | 87,273 | +44.5% | 1.56% | +55.0% |
| Q3 2018 | $3,035,000 | -13.2% | 60,391 | -12.5% | 1.01% | -21.9% |
| Q2 2018 | $3,497,000 | +6.1% | 69,052 | +6.9% | 1.29% | +1.0% |
| Q1 2018 | $3,296,000 | +12.4% | 64,610 | +14.6% | 1.28% | +0.8% |
| Q4 2017 | $2,933,000 | – | 56,361 | – | 1.27% | – |
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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% |