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 | $1,285,807 | -40.0% | 29,071 | -37.4% | 0.12% | -29.4% |
| Q2 2023 | $2,143,818 | -25.2% | 46,443 | -24.0% | 0.16% | -32.1% |
| Q1 2023 | $2,865,582 | +6.5% | 61,087 | +3.6% | 0.24% | -9.1% |
| Q4 2022 | $2,691,193 | +12.6% | 58,953 | +11.7% | 0.26% | -3.3% |
| Q3 2022 | $2,390,000 | +362.3% | 52,755 | +450.4% | 0.27% | +435.3% |
| Q4 2021 | $517,000 | +15.1% | 9,584 | +15.8% | 0.05% | +2.0% |
| Q3 2021 | $449,000 | +29.0% | 8,275 | +29.7% | 0.05% | +25.0% |
| Q2 2021 | $348,000 | +42.0% | 6,379 | +40.3% | 0.04% | +29.0% |
| Q1 2021 | $245,000 | +7.5% | 4,546 | +11.6% | 0.03% | -20.5% |
| Q4 2020 | $228,000 | +8.6% | 4,074 | +8.0% | 0.04% | -2.5% |
| Q3 2020 | $210,000 | +4.5% | 3,772 | +5.6% | 0.04% | -11.1% |
| Q2 2020 | $201,000 | – | 3,571 | – | 0.04% | – |
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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% |