SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $256,000 | +7.6% | 4,712 | +7.9% | 0.15% | +8.9% |
| Q2 2021 | $238,000 | +0.8% | 4,366 | 0.0% | 0.14% | -5.6% |
| Q1 2021 | $236,000 | +24.2% | 4,366 | +28.5% | 0.14% | +18.2% |
| Q4 2020 | $190,000 | +14.5% | 3,398 | +14.9% | 0.12% | -6.9% |
| Q3 2020 | $166,000 | +27.7% | 2,958 | +27.6% | 0.13% | +25.0% |
| Q2 2020 | $130,000 | +3.2% | 2,318 | 0.0% | 0.10% | -25.2% |
| Q1 2020 | $126,000 | -6.0% | 2,318 | -8.2% | 0.14% | +17.8% |
| Q4 2019 | $134,000 | – | 2,526 | – | 0.12% | – |
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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% |