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 2020 | $1,920,000 | -2.1% | 34,265 | -2.0% | 0.86% | -12.8% |
| Q3 2020 | $1,961,000 | +1.2% | 34,970 | -2.0% | 0.98% | -29.1% |
| Q1 2020 | $1,937,000 | -28.5% | 35,696 | -29.6% | 1.38% | -13.7% |
| Q3 2019 | $2,710,000 | -14.3% | 50,673 | -15.1% | 1.60% | -20.1% |
| Q2 2019 | $3,161,000 | -21.6% | 59,688 | -25.1% | 2.01% | -34.3% |
| Q4 2018 | $4,031,000 | -13.4% | 79,679 | -14.0% | 3.06% | +3.4% |
| Q3 2018 | $4,655,000 | -10.4% | 92,629 | -9.7% | 2.96% | -19.1% |
| Q2 2018 | $5,196,000 | -20.4% | 102,604 | -19.8% | 3.65% | -24.0% |
| Q1 2018 | $6,525,000 | -2.2% | 127,995 | -0.1% | 4.81% | -4.1% |
| Q4 2017 | $6,669,000 | – | 128,142 | – | 5.01% | – |
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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% |