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 | $833,736 | -2.0% | 18,850 | +2.3% | 0.01% | -11.1% |
| Q2 2023 | $850,683 | +4.6% | 18,429 | +6.3% | 0.01% | 0.0% |
| Q1 2023 | $813,364 | -34.0% | 17,339 | -35.8% | 0.01% | -18.2% |
| Q4 2022 | $1,232,596 | -99.9% | 27,001 | -31.6% | 0.01% | +10.0% |
| Q3 2022 | $894,894,000 | +110244.5% | 39,476 | +133.0% | 0.01% | +25.0% |
| Q2 2022 | $811,000 | +5.5% | 16,943 | +11.4% | 0.01% | 0.0% |
| Q1 2022 | $769,000 | -26.6% | 15,207 | -21.8% | 0.01% | -27.3% |
| Q4 2021 | $1,048,000 | -93.3% | 19,447 | -93.2% | 0.01% | -92.9% |
| Q3 2021 | $15,571,000 | +2805.0% | 286,977 | +2785.9% | 0.16% | +2128.6% |
| Q1 2021 | $536,000 | -96.2% | 9,944 | -96.0% | 0.01% | -95.7% |
| Q4 2020 | $14,037,000 | -97.7% | 250,616 | +2196.9% | 0.16% | +1381.8% |
| Q3 2020 | $612,000,000 | – | 10,911 | – | 0.01% | – |
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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% |