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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275,437 | +98622.9% | 5,967 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $279 | +2.6% | 5,967 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $272 | -99.9% | 5,967 | -13.6% | 0.00% | -25.0% |
| Q3 2022 | $313,000 | -3.7% | 6,905 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $325,000 | -5.0% | 6,758 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $342,000 | -58.3% | 6,758 | -55.3% | 0.00% | -25.0% |
| Q3 2021 | $820,000 | +99.0% | 15,124 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $412,000 | +62.2% | 7,562 | +60.0% | 0.00% | +33.3% |
| Q1 2021 | $254,000 | -4.2% | 4,725 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $265,000 | 0.0% | 4,722 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $265,000 | +24.4% | 4,722 | +25.3% | 0.00% | 0.0% |
| Q2 2020 | $213,000 | +1.9% | 3,770 | -2.6% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | -8.7% | 3,870 | -9.4% | 0.00% | 0.0% |
| Q4 2019 | $229,000 | -5.4% | 4,270 | -5.2% | 0.00% | 0.0% |
| Q3 2019 | $242,000 | -10.4% | 4,502 | -11.8% | 0.00% | 0.0% |
| Q2 2019 | $270,000 | -2.2% | 5,102 | -4.0% | 0.00% | 0.0% |
| Q1 2019 | $276,000 | +2.6% | 5,314 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $269,000 | +0.7% | 5,314 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $267,000 | -24.8% | 5,314 | -24.2% | 0.00% | -20.0% |
| Q2 2018 | $355,000 | – | 7,012 | – | 0.01% | – |
Download | ||||||
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% |