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 | $767,789 | -3.9% | 17,359 | +0.3% | 0.51% | -3.2% |
| Q2 2023 | $798,832 | -3.9% | 17,306 | -2.3% | 0.53% | -8.0% |
| Q1 2023 | $831,019 | +6.1% | 17,715 | +3.3% | 0.57% | +3.8% |
| Q4 2022 | $783,208 | +0.3% | 17,157 | -0.4% | 0.55% | -8.8% |
| Q3 2022 | $781,000 | -4.2% | 17,234 | +1.2% | 0.60% | +7.1% |
| Q2 2022 | $815,000 | -2.7% | 17,033 | +2.8% | 0.56% | +12.1% |
| Q1 2022 | $838,000 | +0.7% | 16,572 | +7.4% | 0.50% | +6.6% |
| Q4 2021 | $832,000 | -0.7% | 15,430 | -0.1% | 0.47% | -10.4% |
| Q3 2021 | $838,000 | +27.4% | 15,445 | +28.2% | 0.53% | +24.5% |
| Q2 2021 | $658,000 | +2093.3% | 12,050 | +2156.6% | 0.42% | +1666.7% |
| Q4 2020 | $30,000 | – | 534 | – | 0.02% | – |
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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% |