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 | $1,832,217 | +62.9% | 41,425 | +70.0% | 0.22% | +69.2% |
| Q2 2023 | $1,124,699 | -14.2% | 24,365 | -12.8% | 0.13% | -18.9% |
| Q1 2023 | $1,310,658 | +89.1% | 27,940 | +82.6% | 0.16% | +64.0% |
| Q3 2022 | $693,000 | -7.7% | 15,299 | -2.5% | 0.10% | 0.0% |
| Q2 2022 | $751,000 | -20.8% | 15,692 | -19.3% | 0.10% | -13.8% |
| Q1 2022 | $948,000 | -23.9% | 19,444 | -15.9% | 0.12% | -18.3% |
| Q4 2021 | $1,246,000 | -3.8% | 23,114 | -3.2% | 0.14% | -18.4% |
| Q3 2021 | $1,295,000 | +6.8% | 23,870 | +8.2% | 0.17% | -2.2% |
| Q2 2021 | $1,213,000 | +44.9% | 22,069 | +42.2% | 0.18% | +31.9% |
| Q1 2021 | $837,000 | -4.1% | 15,520 | -1.0% | 0.14% | -10.0% |
| Q4 2020 | $873,000 | -8.4% | 15,671 | -7.8% | 0.15% | -21.9% |
| Q3 2020 | $953,000 | -3.6% | 16,995 | -3.4% | 0.19% | -19.7% |
| Q2 2020 | $989,000 | +0.4% | 17,585 | -3.2% | 0.24% | +3.5% |
| Q1 2020 | $985,000 | -1.8% | 18,157 | -3.3% | 0.23% | +12.7% |
| Q4 2019 | $1,003,000 | +6.6% | 18,786 | +7.4% | 0.20% | -2.8% |
| Q3 2019 | $941,000 | +18.7% | 17,486 | +16.7% | 0.21% | +14.7% |
| Q2 2019 | $793,000 | +5.9% | 14,978 | +3.6% | 0.18% | +3.4% |
| Q1 2019 | $749,000 | +19.6% | 14,452 | +16.7% | 0.18% | +17.1% |
| Q4 2018 | $626,000 | +3.6% | 12,386 | +3.0% | 0.15% | +4.1% |
| Q3 2018 | $604,000 | +12.7% | 12,026 | +13.4% | 0.15% | +5.0% |
| Q2 2018 | $536,000 | +17.3% | 10,601 | +18.3% | 0.14% | +12.1% |
| Q1 2018 | $457,000 | +6.0% | 8,959 | +8.0% | 0.12% | +7.8% |
| Q4 2017 | $431,000 | +8.0% | 8,296 | +8.8% | 0.12% | +3.6% |
| Q3 2017 | $399,000 | +0.5% | 7,622 | +0.3% | 0.11% | 0.0% |
| Q2 2017 | $397,000 | +42.8% | 7,600 | +41.2% | 0.11% | +33.7% |
| Q1 2017 | $278,000 | +38.3% | 5,382 | +37.6% | 0.08% | +23.9% |
| Q4 2016 | $201,000 | – | 3,912 | – | 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% |