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 | $323,000 | -0.6% | 5,946 | +30.1% | 0.02% | -6.2% |
| Q2 2021 | $325,000 | +14.4% | 4,569 | -9.8% | 0.02% | -70.9% |
| Q4 2020 | $284,000 | -22.8% | 5,066 | -22.6% | 0.06% | -52.2% |
| Q3 2020 | $368,000 | 0.0% | 6,542 | 0.0% | 0.12% | +8.5% |
| Q2 2020 | $368,000 | +43.2% | 6,542 | +38.3% | 0.11% | +158.5% |
| Q1 2020 | $257,000 | +1.6% | 4,732 | +0.1% | 0.04% | -22.6% |
| Q4 2019 | $253,000 | +6.3% | 4,727 | +6.8% | 0.05% | +10.4% |
| Q3 2019 | $238,000 | -8.8% | 4,424 | -12.1% | 0.05% | 0.0% |
| Q1 2019 | $261,000 | – | 5,032 | – | 0.05% | – |
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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% |