SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $286,000 | +1.4% | 5,106 | +1.8% | 0.05% | -6.1% |
| Q2 2020 | $282,000 | -1.4% | 5,016 | -4.7% | 0.05% | -16.9% |
| Q1 2020 | $286,000 | +6.7% | 5,263 | +5.0% | 0.06% | +25.5% |
| Q4 2019 | $268,000 | -54.7% | 5,012 | -54.3% | 0.05% | -56.5% |
| Q3 2019 | $591,000 | +10.5% | 10,976 | +8.9% | 0.11% | +10.2% |
| Q2 2019 | $535,000 | +3.7% | 10,081 | +1.4% | 0.10% | -2.0% |
| Q1 2019 | $516,000 | -95.4% | 9,943 | -95.5% | 0.10% | -96.1% |
| Q4 2018 | $11,229,000 | +2215.3% | 221,967 | +2199.9% | 2.55% | +2374.8% |
| Q3 2018 | $485,000 | +104.6% | 9,651 | +111.2% | 0.10% | +49.3% |
| Q4 2017 | $237,000 | +3.0% | 4,570 | +4.5% | 0.07% | -5.5% |
| Q3 2017 | $230,000 | – | 4,375 | – | 0.07% | – |
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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% |