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 | $143,922 | -23.4% | 3,254 | -20.0% | 0.00% | -50.0% |
| Q2 2023 | $187,845 | -2.5% | 4,069 | -1.0% | 0.00% | 0.0% |
| Q1 2023 | $192,733 | +26.7% | 4,109 | +23.3% | 0.00% | 0.0% |
| Q4 2022 | $152,142 | +7.1% | 3,333 | +6.2% | 0.00% | 0.0% |
| Q3 2022 | $142,000 | -4.1% | 3,139 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $148,000 | -5.1% | 3,098 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $156,000 | -5.5% | 3,079 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $165,000 | +5.8% | 3,056 | +6.5% | 0.00% | -33.3% |
| Q3 2021 | $156,000 | 0.0% | 2,870 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $156,000 | +457.1% | 2,856 | +452.4% | 0.00% | +200.0% |
| Q1 2021 | $28,000 | -3.4% | 517 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | 0.0% | 517 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | 0.0% | 517 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +3.6% | 517 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -92.9% | 517 | -93.0% | 0.00% | -92.9% |
| Q4 2019 | $392,000 | +3.4% | 7,340 | +4.3% | 0.01% | 0.0% |
| Q3 2019 | $379,000 | -2.6% | 7,039 | -4.2% | 0.01% | -6.7% |
| Q2 2019 | $389,000 | -8.5% | 7,346 | -10.3% | 0.02% | -16.7% |
| Q1 2019 | $425,000 | +11.5% | 8,193 | +8.7% | 0.02% | -5.3% |
| Q4 2018 | $381,000 | -9.3% | 7,538 | -9.7% | 0.02% | 0.0% |
| Q3 2018 | $420,000 | -0.7% | 8,352 | -0.1% | 0.02% | -5.0% |
| Q2 2018 | $423,000 | -19.4% | 8,362 | -18.7% | 0.02% | -50.0% |
| Q1 2018 | $525,000 | +2.5% | 10,285 | +4.6% | 0.04% | 0.0% |
| Q4 2017 | $512,000 | +10.8% | 9,832 | +11.4% | 0.04% | +5.3% |
| Q3 2017 | $462,000 | -8.3% | 8,829 | -8.4% | 0.04% | -15.6% |
| Q2 2017 | $504,000 | +7.5% | 9,637 | +6.4% | 0.04% | +2.3% |
| Q1 2017 | $469,000 | +9.3% | 9,056 | +8.7% | 0.04% | +2.3% |
| Q4 2016 | $429,000 | -32.8% | 8,334 | -29.9% | 0.04% | -35.8% |
| Q3 2016 | $638,000 | -3.9% | 11,894 | -3.8% | 0.07% | -9.5% |
| Q2 2016 | $664,000 | -31.7% | 12,364 | -32.8% | 0.07% | -39.3% |
| Q1 2016 | $972,000 | +14.4% | 18,400 | +11.5% | 0.12% | -20.8% |
| Q4 2015 | $850,000 | +42.1% | 16,508 | +43.8% | 0.15% | -27.7% |
| Q3 2015 | $598,000 | -10.7% | 11,476 | -11.4% | 0.21% | -10.9% |
| Q2 2015 | $670,000 | -4.8% | 12,956 | -2.7% | 0.24% | -8.8% |
| Q1 2015 | $704,000 | -15.5% | 13,310 | -16.3% | 0.26% | -16.8% |
| Q4 2014 | $833,000 | 0.0% | 15,905 | -1.2% | 0.32% | -2.8% |
| Q3 2014 | $833,000 | +195.4% | 16,092 | +195.9% | 0.32% | +155.1% |
| Q2 2014 | $282,000 | – | 5,438 | – | 0.13% | – |
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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% |