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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,949 | +2.8% | 361 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $16,494 | +3.1% | 361 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 361 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $17,000 | -80.5% | 361 | -78.9% | 0.01% | -75.9% |
| Q1 2022 | $87,000 | -26.9% | 1,713 | -22.6% | 0.03% | -25.6% |
| Q4 2021 | $119,000 | -13.1% | 2,214 | -12.0% | 0.04% | -22.0% |
| Q3 2021 | $137,000 | 0.0% | 2,516 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $137,000 | -9.9% | 2,516 | -10.7% | 0.05% | -16.7% |
| Q1 2021 | $152,000 | -3.8% | 2,816 | 0.0% | 0.06% | -11.8% |
| Q4 2020 | $158,000 | -6.5% | 2,816 | -6.6% | 0.07% | -20.9% |
| Q3 2020 | $169,000 | -0.6% | 3,016 | 0.0% | 0.09% | -8.5% |
| Q2 2020 | $170,000 | -5.6% | 3,016 | -9.0% | 0.09% | -18.3% |
| Q1 2020 | $180,000 | -1.1% | 3,316 | -3.0% | 0.12% | +29.2% |
| Q4 2019 | $182,000 | -13.7% | 3,417 | -12.8% | 0.09% | -15.2% |
| Q3 2019 | $211,000 | +1.4% | 3,918 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $208,000 | +2.5% | 3,918 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $203,000 | +2.5% | 3,918 | +0.2% | 0.11% | -5.3% |
| Q4 2018 | $198,000 | +1.0% | 3,910 | 0.0% | 0.11% | +10.8% |
| Q3 2018 | $196,000 | -1.0% | 3,910 | 0.0% | 0.10% | -5.6% |
| Q2 2018 | $198,000 | -0.5% | 3,910 | 0.0% | 0.11% | -2.7% |
| Q1 2018 | $199,000 | -2.0% | 3,910 | 0.0% | 0.11% | +6.7% |
| Q4 2017 | $203,000 | +10.3% | 3,910 | +11.4% | 0.10% | +7.2% |
| Q3 2017 | $184,000 | +37.3% | 3,510 | +37.1% | 0.10% | +27.6% |
| Q2 2017 | $134,000 | +0.8% | 2,560 | 0.0% | 0.08% | -1.3% |
| Q1 2017 | $133,000 | – | 2,560 | – | 0.08% | – |
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% |