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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,687 | -1.6% | 409 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -74.0% | 409 | -73.1% | 0.00% | -71.4% |
| Q2 2022 | $73,000 | -20.7% | 1,518 | -16.5% | 0.01% | -12.5% |
| Q1 2022 | $92,000 | -6.1% | 1,818 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $98,000 | -1.0% | 1,818 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $99,000 | -3.9% | 1,818 | -3.7% | 0.01% | -9.1% |
| Q2 2021 | $103,000 | +1.0% | 1,887 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $102,000 | -5.6% | 1,887 | -1.7% | 0.01% | -14.3% |
| Q4 2020 | $108,000 | +272.4% | 1,920 | +276.5% | 0.01% | +250.0% |
| Q3 2020 | $29,000 | +26.1% | 510 | +24.7% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | -8.0% | 409 | -11.5% | 0.00% | -33.3% |
| Q1 2020 | $25,000 | -10.7% | 462 | -12.3% | 0.01% | +20.0% |
| Q4 2019 | $28,000 | +27.3% | 527 | +28.9% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | – | 409 | +13533.3% | 0.01% | – |
| Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | +50.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | – | 0.00% | – |
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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% |