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 | $820,369 | -2.9% | 17,971 | -3.6% | 0.37% | -12.1% |
| Q3 2022 | $845,000 | -15.0% | 18,646 | -10.2% | 0.42% | -10.2% |
| Q2 2022 | $994,000 | -6.0% | 20,769 | -0.7% | 0.47% | +3.7% |
| Q1 2022 | $1,058,000 | +37.2% | 20,914 | +46.3% | 0.45% | +13.2% |
| Q4 2021 | $771,000 | +1.8% | 14,298 | +2.5% | 0.40% | -6.1% |
| Q3 2021 | $757,000 | -4.4% | 13,953 | -3.8% | 0.43% | -1.6% |
| Q2 2021 | $792,000 | -3.4% | 14,505 | -4.5% | 0.43% | -16.2% |
| Q1 2021 | $820,000 | -4.0% | 15,194 | -0.3% | 0.52% | -9.6% |
| Q4 2020 | $854,000 | -14.9% | 15,235 | -14.9% | 0.57% | -27.6% |
| Q3 2020 | $1,004,000 | +0.4% | 17,901 | +0.7% | 0.79% | -8.4% |
| Q2 2020 | $1,000,000 | +0.6% | 17,777 | -2.9% | 0.86% | -12.9% |
| Q1 2020 | $994,000 | +17.1% | 18,307 | +15.2% | 0.99% | +32.3% |
| Q4 2019 | $849,000 | – | 15,897 | – | 0.75% | – |
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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% |