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 2020 | $28,844,000 | +8.2% | 514,333 | +8.5% | 1.02% | -46.7% |
| Q2 2020 | $26,653,000 | +31.0% | 473,921 | +26.4% | 1.91% | +7.7% |
| Q1 2020 | $20,344,000 | -3.4% | 374,858 | -4.9% | 1.77% | +25.3% |
| Q4 2019 | $21,053,000 | +34.5% | 394,035 | +35.5% | 1.41% | +23.4% |
| Q3 2019 | $15,657,000 | +4.8% | 290,753 | +3.1% | 1.14% | +2.3% |
| Q2 2019 | $14,947,000 | +6.9% | 282,013 | +4.6% | 1.12% | +6.1% |
| Q1 2019 | $13,987,000 | +11.0% | 269,606 | +8.2% | 1.06% | -5.9% |
| Q4 2018 | $12,605,000 | +30.6% | 249,168 | +29.8% | 1.12% | +41.0% |
| Q3 2018 | $9,650,000 | +2.7% | 192,035 | +3.5% | 0.80% | -6.6% |
| Q2 2018 | $9,394,000 | +3.3% | 185,502 | +4.1% | 0.85% | -0.7% |
| Q1 2018 | $9,094,000 | +11.8% | 178,235 | +14.1% | 0.86% | +8.3% |
| Q4 2017 | $8,131,000 | +1.0% | 156,241 | +1.6% | 0.79% | -9.8% |
| Q3 2017 | $8,050,000 | +6.8% | 153,743 | +6.6% | 0.88% | -1.8% |
| Q2 2017 | $7,536,000 | +8.4% | 144,220 | +7.5% | 0.89% | -9.7% |
| Q1 2017 | $6,950,000 | +19.2% | 134,195 | +18.6% | 0.99% | +13.4% |
| Q4 2016 | $5,830,000 | -0.5% | 113,196 | +3.7% | 0.87% | -4.5% |
| Q3 2016 | $5,857,000 | +2.4% | 109,125 | +2.5% | 0.91% | -4.2% |
| Q2 2016 | $5,721,000 | +12.4% | 106,504 | +10.6% | 0.95% | +6.1% |
| Q1 2016 | $5,088,000 | +6.1% | 96,332 | +3.4% | 0.90% | +0.7% |
| Q4 2015 | $4,796,000 | – | 93,135 | – | 0.89% | – |
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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% |