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 | $1,630,174 | -4.1% | 36,857 | +0.1% | 0.03% | -3.6% |
| Q2 2023 | $1,700,398 | -5.7% | 36,837 | -4.1% | 0.03% | -9.7% |
| Q1 2023 | $1,802,297 | -8.6% | 38,420 | -11.1% | 0.03% | -13.9% |
| Q4 2022 | $1,971,891 | +3.1% | 43,196 | +2.3% | 0.04% | -10.0% |
| Q3 2022 | $1,913,000 | -49.6% | 42,213 | -46.8% | 0.04% | -49.4% |
| Q2 2022 | $3,799,000 | -36.4% | 79,355 | -32.8% | 0.08% | -41.0% |
| Q1 2022 | $5,970,000 | -22.9% | 118,058 | -17.8% | 0.13% | -21.6% |
| Q4 2021 | $7,744,000 | -10.4% | 143,674 | -9.8% | 0.17% | -4.5% |
| Q3 2021 | $8,640,000 | -15.2% | 159,226 | -14.6% | 0.18% | -33.2% |
| Q2 2021 | $10,184,000 | -46.6% | 186,512 | -47.2% | 0.27% | -40.7% |
| Q1 2021 | $19,058,000 | -33.4% | 353,247 | -30.9% | 0.45% | -46.9% |
| Q4 2020 | $28,623,000 | +40.5% | 510,850 | +36.0% | 0.85% | -0.2% |
| Q1 2020 | $20,378,000 | – | 375,494 | – | 0.85% | – |
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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% |