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 | $636,109 | -3.7% | 14,382 | +0.5% | 0.21% | +2.5% |
| Q2 2023 | $660,557 | -0.4% | 14,310 | +1.2% | 0.20% | -4.2% |
| Q1 2023 | $663,071 | -20.5% | 14,135 | -22.6% | 0.21% | -22.8% |
| Q4 2022 | $833,693 | -23.4% | 18,263 | -23.9% | 0.28% | +62.4% |
| Q3 2022 | $1,088,000 | -50.1% | 24,009 | -47.3% | 0.17% | -77.1% |
| Q2 2022 | $2,179,000 | -35.0% | 45,522 | -31.4% | 0.74% | +15.4% |
| Q1 2022 | $3,354,000 | -54.0% | 66,327 | -51.0% | 0.64% | -70.9% |
| Q4 2021 | $7,290,000 | -19.8% | 135,257 | -19.3% | 2.21% | -15.9% |
| Q3 2021 | $9,094,000 | -3.4% | 167,608 | -2.8% | 2.63% | -17.2% |
| Q2 2021 | $9,412,000 | +2.2% | 172,388 | +0.9% | 3.17% | -5.0% |
| Q1 2021 | $9,213,000 | -18.2% | 170,775 | -15.0% | 3.34% | +84.5% |
| Q4 2020 | $11,257,000 | -0.5% | 200,909 | -0.4% | 1.81% | -61.7% |
| Q3 2020 | $11,312,000 | -1.1% | 201,717 | +0.2% | 4.73% | -4.3% |
| Q2 2020 | $11,443,000 | +3.0% | 201,248 | +0.8% | 4.94% | -15.1% |
| Q1 2020 | $11,112,000 | +8.3% | 199,704 | +4.0% | 5.82% | +431.2% |
| Q4 2019 | $10,257,000 | +3.2% | 191,977 | +4.1% | 1.10% | -76.6% |
| Q3 2019 | $9,935,000 | +5.0% | 184,489 | +3.4% | 4.68% | +1757.1% |
| Q2 2019 | $9,460,000 | +5.8% | 178,497 | +3.6% | 0.25% | -93.0% |
| Q1 2019 | $8,940,000 | +4.1% | 172,314 | +915.2% | 3.59% | +393.4% |
| Q4 2018 | $8,587,000 | -3.8% | 16,973 | -90.5% | 0.73% | -81.4% |
| Q3 2018 | $8,923,000 | -0.2% | 179,423 | +1.6% | 3.91% | +553.2% |
| Q2 2018 | $8,944,000 | +0.5% | 176,617 | +0.8% | 0.60% | -86.7% |
| Q1 2018 | $8,903,000 | +2800.0% | 175,191 | +2870.8% | 4.50% | +2819.5% |
| Q4 2017 | $307,000 | +20.9% | 5,897 | +21.5% | 0.15% | +14.1% |
| Q3 2017 | $254,000 | +9.0% | 4,854 | +8.6% | 0.14% | +4.7% |
| Q2 2017 | $233,000 | – | 4,468 | – | 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% |