SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $11,431,000 | -30.9% | 226,038 | -26.3% | 3.00% | -20.6% |
| Q4 2021 | $16,535,000 | -3.8% | 306,777 | -3.2% | 3.77% | -18.2% |
| Q3 2021 | $17,190,000 | +4.7% | 316,802 | +5.4% | 4.62% | +0.2% |
| Q2 2021 | $16,415,000 | -16.2% | 300,646 | -17.2% | 4.61% | -24.2% |
| Q1 2021 | $19,595,000 | +27.0% | 363,204 | +31.9% | 6.08% | +9.3% |
| Q4 2020 | $15,431,000 | +15.8% | 275,404 | +15.9% | 5.56% | +6.2% |
| Q3 2020 | $13,322,000 | +43.4% | 237,553 | +43.8% | 5.24% | +14.5% |
| Q2 2020 | $9,290,000 | +182.8% | 165,178 | +172.9% | 4.57% | +106.9% |
| Q1 2020 | $3,285,000 | +5.2% | 60,537 | +3.5% | 2.21% | +26.9% |
| Q4 2019 | $3,124,000 | +6.9% | 58,478 | +7.8% | 1.74% | +1.0% |
| Q3 2019 | $2,922,000 | – | 54,256 | – | 1.72% | – |
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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% |