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 | $372,132 | -9.4% | 8,414 | -5.5% | 0.07% | -16.1% |
| Q2 2023 | $410,796 | -26.6% | 8,899 | -25.4% | 0.09% | -34.6% |
| Q1 2023 | $559,841 | -10.4% | 11,934 | -12.8% | 0.13% | -21.3% |
| Q4 2022 | $624,857 | -16.1% | 13,688 | -17.0% | 0.17% | -37.4% |
| Q3 2022 | $745,000 | -16.1% | 16,482 | -11.5% | 0.27% | -10.3% |
| Q2 2022 | $888,000 | -59.1% | 18,617 | -56.6% | 0.30% | -55.1% |
| Q1 2022 | $2,172,000 | -14.4% | 42,850 | -9.1% | 0.67% | -11.0% |
| Q4 2021 | $2,536,000 | -5.7% | 47,143 | -5.1% | 0.75% | -18.8% |
| Q3 2021 | $2,689,000 | -2.0% | 49,669 | -1.3% | 0.93% | -5.5% |
| Q2 2021 | $2,745,000 | -21.3% | 50,304 | -22.2% | 0.98% | -29.5% |
| Q1 2021 | $3,490,000 | -79.0% | 64,651 | -78.2% | 1.39% | -83.4% |
| Q4 2020 | $16,612,000 | – | 296,608 | – | 8.40% | – |
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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% |