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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $38,000 | -82.8% | 802 | -81.6% | 0.02% | -80.8% |
Q1 2022 | $221,000 | -23.5% | 4,365 | -18.6% | 0.12% | -19.5% |
Q4 2021 | $289,000 | -7.1% | 5,365 | -6.4% | 0.15% | -14.9% |
Q3 2021 | $311,000 | -3.1% | 5,732 | -2.5% | 0.18% | -6.4% |
Q2 2021 | $321,000 | +0.3% | 5,876 | -1.0% | 0.19% | -6.0% |
Q1 2021 | $320,000 | -5.3% | 5,938 | -1.6% | 0.20% | -10.0% |
Q4 2020 | $338,000 | -0.9% | 6,037 | -0.8% | 0.22% | -6.8% |
Q3 2020 | $341,000 | -0.3% | 6,085 | +0.0% | 0.24% | -2.5% |
Q2 2020 | $342,000 | +3.6% | 6,084 | +0.0% | 0.24% | +2.1% |
Q1 2020 | $330,000 | +0.3% | 6,082 | -1.3% | 0.24% | +13.3% |
Q4 2019 | $329,000 | – | 6,161 | – | 0.21% | – |
Download |
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% |