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 | $181,648 | -3.4% | 4,107 | +0.9% | 0.04% | -6.7% |
| Q2 2023 | $187,980 | -0.8% | 4,072 | +0.8% | 0.04% | -11.8% |
| Q1 2023 | $189,566 | -29.0% | 4,041 | -30.9% | 0.05% | -33.8% |
| Q4 2022 | $267,059 | +23.6% | 5,850 | +22.9% | 0.08% | +11.6% |
| Q3 2022 | $216,000 | -4.8% | 4,760 | +0.6% | 0.07% | 0.0% |
| Q2 2022 | $227,000 | -10.3% | 4,733 | -5.2% | 0.07% | +1.5% |
| Q1 2022 | $253,000 | -5.2% | 4,994 | +1.0% | 0.07% | +3.0% |
| Q4 2021 | $267,000 | -5.3% | 4,947 | -4.8% | 0.07% | -20.5% |
| Q3 2021 | $282,000 | -2.4% | 5,199 | -1.8% | 0.08% | -1.2% |
| Q2 2021 | $289,000 | +3.2% | 5,294 | +1.9% | 0.08% | -1.2% |
| Q1 2021 | $280,000 | -1.8% | 5,196 | +2.3% | 0.08% | -4.5% |
| Q4 2020 | $285,000 | +2.5% | 5,081 | +2.5% | 0.09% | -8.2% |
| Q3 2020 | $278,000 | 0.0% | 4,957 | +0.2% | 0.10% | +6.6% |
| Q2 2020 | $278,000 | +6.5% | 4,949 | +2.7% | 0.09% | -8.1% |
| Q1 2020 | $261,000 | -3.0% | 4,817 | -4.4% | 0.10% | +26.9% |
| Q4 2019 | $269,000 | +1.1% | 5,040 | +2.1% | 0.08% | -9.3% |
| Q3 2019 | $266,000 | +1.1% | 4,937 | -0.5% | 0.09% | +1.2% |
| Q2 2019 | $263,000 | -19.6% | 4,962 | -21.3% | 0.08% | -22.7% |
| Q1 2019 | $327,000 | +5.5% | 6,301 | +2.7% | 0.11% | -0.9% |
| Q4 2018 | $310,000 | -64.9% | 6,134 | -65.1% | 0.11% | -63.7% |
| Q3 2018 | $883,000 | +441.7% | 17,581 | +446.2% | 0.31% | +410.0% |
| Q2 2018 | $163,000 | -0.6% | 3,219 | 0.0% | 0.06% | -3.2% |
| Q1 2018 | $164,000 | -1.8% | 3,219 | +0.2% | 0.06% | +1.6% |
| Q4 2017 | $167,000 | -0.6% | 3,212 | 0.0% | 0.06% | -7.6% |
| Q3 2017 | $168,000 | 0.0% | 3,212 | 0.0% | 0.07% | -4.3% |
| Q2 2017 | $168,000 | -0.6% | 3,212 | -1.4% | 0.07% | -5.5% |
| Q1 2017 | $169,000 | +22.5% | 3,259 | +21.3% | 0.07% | +21.7% |
| Q4 2016 | $138,000 | -0.7% | 2,686 | +3.9% | 0.06% | -6.2% |
| Q3 2016 | $139,000 | +32.4% | 2,585 | +31.7% | 0.06% | +25.5% |
| Q2 2016 | $105,000 | +1.9% | 1,963 | +0.6% | 0.05% | -1.9% |
| Q1 2016 | $103,000 | -1.9% | 1,952 | -4.5% | 0.05% | 0.0% |
| Q4 2015 | $105,000 | +9.4% | 2,043 | +10.5% | 0.05% | -5.5% |
| Q3 2015 | $96,000 | – | 1,849 | – | 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% |