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 | $465,442 | -41.4% | 10,523 | -38.9% | 0.02% | -41.2% |
| Q2 2023 | $794,534 | -3.6% | 17,213 | -2.1% | 0.03% | -8.1% |
| Q1 2023 | $824,555 | +37810.6% | 17,577 | -63.1% | 0.04% | -37.3% |
| Q4 2022 | $2,175 | -99.9% | 47,636 | +48.4% | 0.06% | -39.2% |
| Q3 2022 | $1,454,000 | -26.2% | 32,093 | -22.0% | 0.10% | -33.1% |
| Q2 2022 | $1,970,000 | +20.4% | 41,153 | +27.2% | 0.14% | +62.9% |
| Q1 2022 | $1,636,000 | -9.9% | 32,360 | -3.9% | 0.09% | -3.3% |
| Q4 2021 | $1,815,000 | +0.3% | 33,670 | +1.0% | 0.09% | -8.0% |
| Q3 2021 | $1,810,000 | -1.6% | 33,351 | -1.0% | 0.10% | -2.0% |
| Q2 2021 | $1,840,000 | +18.9% | 33,691 | +17.4% | 0.10% | +10.9% |
| Q1 2021 | $1,548,000 | -26.0% | 28,697 | -23.2% | 0.09% | -28.7% |
| Q4 2020 | $2,092,000 | +66.7% | 37,345 | +66.9% | 0.13% | +44.9% |
| Q3 2020 | $1,255,000 | -3.3% | 22,370 | -3.1% | 0.09% | -7.3% |
| Q2 2020 | $1,298,000 | +4.5% | 23,077 | +0.8% | 0.10% | -20.7% |
| Q1 2020 | $1,242,000 | +3.1% | 22,888 | +1.5% | 0.12% | +15.2% |
| Q4 2019 | $1,205,000 | -8.6% | 22,554 | -8.0% | 0.10% | -16.7% |
| Q3 2019 | $1,319,000 | +0.5% | 24,502 | -1.1% | 0.13% | -0.8% |
| Q2 2019 | $1,313,000 | -6.1% | 24,773 | -8.1% | 0.13% | -9.3% |
| Q1 2019 | $1,398,000 | -47.0% | 26,948 | -48.3% | 0.14% | -53.6% |
| Q4 2018 | $2,639,000 | +995.0% | 52,164 | +985.8% | 0.30% | +1018.5% |
| Q3 2018 | $241,000 | +19.9% | 4,804 | +24.7% | 0.03% | -15.6% |
| Q2 2017 | $201,000 | -96.4% | 3,852 | -96.5% | 0.03% | -96.9% |
| Q4 2016 | $5,640,000 | +423.2% | 109,507 | +423.1% | 1.02% | +261.3% |
| Q4 2015 | $1,078,000 | +154.2% | 20,936 | +157.4% | 0.28% | +104.3% |
| Q3 2015 | $424,000 | -0.2% | 8,133 | -1.0% | 0.14% | -4.2% |
| Q2 2015 | $425,000 | -1.2% | 8,213 | +1.1% | 0.14% | -2.0% |
| Q1 2015 | $430,000 | -44.9% | 8,123 | -45.5% | 0.15% | -45.4% |
| Q4 2014 | $780,000 | -25.9% | 14,892 | -26.7% | 0.27% | -29.2% |
| Q3 2014 | $1,052,000 | -9.2% | 20,320 | -9.0% | 0.38% | -5.5% |
| Q2 2014 | $1,158,000 | -0.9% | 22,320 | -2.3% | 0.40% | -5.6% |
| Q1 2014 | $1,168,000 | -75.7% | 22,834 | -76.1% | 0.43% | -75.4% |
| Q4 2013 | $4,808,000 | +629.6% | 95,613 | +638.0% | 1.73% | +536.0% |
| Q3 2013 | $659,000 | -55.7% | 12,956 | -56.0% | 0.27% | -15.3% |
| Q2 2013 | $1,488,000 | – | 29,436 | – | 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% |