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 | $434,914 | +10.4% | 9,833 | +15.2% | 0.05% | +16.3% |
| Q2 2023 | $394,022 | +6.1% | 8,536 | +7.8% | 0.04% | -4.4% |
| Q1 2023 | $371,386 | +8.7% | 7,917 | +5.8% | 0.04% | 0.0% |
| Q4 2022 | $341,599 | +3.5% | 7,483 | +2.7% | 0.04% | +7.1% |
| Q3 2022 | $330,000 | -23.1% | 7,289 | -18.6% | 0.04% | -26.3% |
| Q2 2022 | $429,000 | -11.7% | 8,952 | -6.8% | 0.06% | 0.0% |
| Q1 2022 | $486,000 | +12.0% | 9,605 | +19.2% | 0.06% | +21.3% |
| Q4 2021 | $434,000 | +14.5% | 8,059 | +15.3% | 0.05% | -2.1% |
| Q3 2021 | $379,000 | -10.2% | 6,988 | -9.1% | 0.05% | -5.9% |
| Q2 2021 | $422,000 | +74.4% | 7,691 | +71.5% | 0.05% | +41.7% |
| Q1 2021 | $242,000 | +13.6% | 4,485 | +17.9% | 0.04% | +9.1% |
| Q4 2020 | $213,000 | +2.4% | 3,803 | +2.1% | 0.03% | -2.9% |
| Q3 2020 | $208,000 | -15.4% | 3,723 | -18.0% | 0.03% | -44.3% |
| Q1 2020 | $246,000 | +1.2% | 4,542 | 0.0% | 0.06% | +29.8% |
| Q4 2019 | $243,000 | +3.8% | 4,542 | +4.6% | 0.05% | -6.0% |
| Q3 2019 | $234,000 | -24.3% | 4,342 | -25.6% | 0.05% | -27.5% |
| Q2 2019 | $309,000 | +5.8% | 5,835 | +3.5% | 0.07% | 0.0% |
| Q1 2019 | $292,000 | +3.9% | 5,635 | +1.3% | 0.07% | -4.2% |
| Q4 2018 | $281,000 | -4.7% | 5,564 | -5.1% | 0.07% | +7.5% |
| Q3 2018 | $295,000 | 0.0% | 5,863 | +0.5% | 0.07% | -8.2% |
| Q2 2018 | $295,000 | +9.7% | 5,832 | +10.4% | 0.07% | +9.0% |
| Q1 2018 | $269,000 | +2.7% | 5,282 | +5.0% | 0.07% | 0.0% |
| Q4 2017 | $262,000 | +1.2% | 5,032 | +1.9% | 0.07% | -4.3% |
| Q3 2017 | $259,000 | +17.2% | 4,939 | +16.9% | 0.07% | +11.1% |
| Q2 2017 | $221,000 | – | 4,224 | – | 0.06% | – |
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% |