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 2021 | $1,119,000 | +194.5% | 20,767 | +196.2% | 0.25% | +194.1% |
| Q3 2021 | $380,000 | -57.1% | 7,012 | -56.3% | 0.08% | -33.1% |
| Q2 2021 | $885,000 | +116.9% | 16,047 | +112.3% | 0.13% | +25.7% |
| Q1 2021 | $408,000 | -11.1% | 7,559 | -7.6% | 0.10% | -19.2% |
| Q4 2020 | $459,000 | -24.1% | 8,184 | -1.2% | 0.12% | -33.9% |
| Q3 2020 | $605,000 | +26.8% | 8,287 | -2.4% | 0.19% | +15.2% |
| Q2 2020 | $477,000 | -69.8% | 8,488 | -36.9% | 0.16% | -84.0% |
| Q1 2020 | $1,577,000 | +74.8% | 13,462 | -20.2% | 1.03% | +205.4% |
| Q4 2019 | $902,000 | +1.3% | 16,880 | +2.1% | 0.34% | -6.4% |
| Q3 2019 | $890,000 | +16.8% | 16,534 | +14.9% | 0.36% | +14.0% |
| Q2 2019 | $762,000 | +1.6% | 14,386 | -0.4% | 0.32% | +1.0% |
| Q1 2019 | $750,000 | +9.5% | 14,449 | +6.6% | 0.31% | -1.3% |
| Q4 2018 | $685,000 | – | 13,549 | – | 0.32% | – |
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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% |