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 | $8,680,536 | +68.8% | 196,259 | +76.1% | 0.00% | +50.0% |
| Q2 2023 | $5,143,286 | -1.5% | 111,423 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $5,223,382 | +0.3% | 111,349 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $5,209,486 | -42.0% | 114,118 | -42.4% | 0.00% | -50.0% |
| Q3 2022 | $8,980,000 | +54.9% | 198,196 | +63.6% | 0.00% | +100.0% |
| Q2 2022 | $5,799,000 | +1.5% | 121,141 | +7.3% | 0.00% | 0.0% |
| Q1 2022 | $5,711,000 | -6.6% | 112,944 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $6,116,000 | +1.9% | 113,476 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $6,000,000 | -2.5% | 110,587 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $6,153,000 | -2.6% | 112,696 | -3.8% | 0.00% | 0.0% |
| Q1 2021 | $6,320,000 | -2.4% | 117,152 | +1.3% | 0.00% | 0.0% |
| Q4 2020 | $6,478,000 | -17.4% | 115,617 | -17.4% | 0.00% | -33.3% |
| Q3 2020 | $7,847,000 | +25.4% | 139,910 | +25.7% | 0.00% | 0.0% |
| Q2 2020 | $6,260,000 | +50.5% | 111,307 | +45.2% | 0.00% | +50.0% |
| Q1 2020 | $4,159,000 | +2.5% | 76,640 | +0.9% | 0.00% | +100.0% |
| Q4 2019 | $4,058,000 | +1.2% | 75,951 | +2.0% | 0.00% | -50.0% |
| Q3 2019 | $4,010,000 | -3.1% | 74,459 | -4.6% | 0.00% | 0.0% |
| Q2 2019 | $4,137,000 | +10.8% | 78,055 | +8.5% | 0.00% | 0.0% |
| Q1 2019 | $3,733,000 | +11.4% | 71,957 | +8.7% | 0.00% | 0.0% |
| Q4 2018 | $3,350,000 | -7.0% | 66,228 | -7.7% | 0.00% | +100.0% |
| Q3 2018 | $3,604,000 | +1.5% | 71,725 | +2.3% | 0.00% | -50.0% |
| Q2 2018 | $3,552,000 | +2.7% | 70,124 | +3.4% | 0.00% | +100.0% |
| Q1 2018 | $3,460,000 | +24.7% | 67,814 | +27.2% | 0.00% | 0.0% |
| Q4 2017 | $2,774,000 | -11.9% | 53,306 | -11.3% | 0.00% | 0.0% |
| Q3 2017 | $3,147,000 | +32.4% | 60,111 | +32.1% | 0.00% | 0.0% |
| Q2 2017 | $2,377,000 | +12.5% | 45,497 | +11.5% | 0.00% | 0.0% |
| Q1 2017 | $2,113,000 | +6.6% | 40,798 | +6.0% | 0.00% | 0.0% |
| Q4 2016 | $1,983,000 | +52.3% | 38,505 | +58.7% | 0.00% | 0.0% |
| Q3 2016 | $1,302,000 | -21.7% | 24,262 | -21.6% | 0.00% | 0.0% |
| Q2 2016 | $1,662,000 | +2.7% | 30,936 | +1.0% | 0.00% | 0.0% |
| Q1 2016 | $1,619,000 | +83.8% | 30,644 | +79.1% | 0.00% | 0.0% |
| Q4 2015 | $881,000 | -0.3% | 17,107 | +0.9% | 0.00% | 0.0% |
| Q3 2015 | $884,000 | -92.4% | 16,953 | -92.5% | 0.00% | -87.5% |
| Q2 2015 | $11,668,000 | +1169.6% | 225,546 | +1198.7% | 0.01% | +700.0% |
| Q1 2015 | $919,000 | +9.3% | 17,367 | +8.2% | 0.00% | 0.0% |
| Q4 2014 | $841,000 | – | 16,056 | – | 0.00% | – |
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% |