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 | $450,520 | -6.5% | 9,869 | -7.3% | 0.34% | -12.5% |
| Q3 2022 | $482,000 | -21.5% | 10,645 | -16.9% | 0.38% | -14.7% |
| Q2 2022 | $614,000 | -49.5% | 12,817 | -46.7% | 0.45% | -42.1% |
| Q1 2022 | $1,215,000 | -15.7% | 24,034 | -10.1% | 0.78% | -13.1% |
| Q4 2021 | $1,441,000 | -27.4% | 26,741 | -26.9% | 0.89% | -34.4% |
| Q3 2021 | $1,984,000 | -9.3% | 36,562 | -8.8% | 1.36% | -20.0% |
| Q2 2021 | $2,188,000 | -0.3% | 40,078 | -1.5% | 1.70% | -14.4% |
| Q1 2021 | $2,194,000 | -7.1% | 40,669 | -3.5% | 1.98% | -7.2% |
| Q4 2020 | $2,361,000 | -6.4% | 42,139 | -6.4% | 2.14% | -18.0% |
| Q3 2020 | $2,523,000 | -3.6% | 44,998 | -3.4% | 2.61% | -16.9% |
| Q2 2020 | $2,618,000 | +3.5% | 46,558 | -0.1% | 3.14% | -6.2% |
| Q1 2020 | $2,529,000 | -7.0% | 46,599 | +31385.8% | 3.34% | +60.5% |
| Q4 2019 | $2,720,000 | – | 148 | – | 2.08% | – |
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% |