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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $795,000 | +27.4% | 14,751 | +28.3% | 0.05% | +6.1% |
| Q3 2021 | $624,000 | +24.3% | 11,498 | +25.0% | 0.05% | +22.5% |
| Q2 2021 | $502,000 | +2.7% | 9,201 | +1.5% | 0.04% | -7.0% |
| Q1 2021 | $489,000 | +6.1% | 9,064 | +10.1% | 0.04% | -2.3% |
| Q4 2020 | $461,000 | +58.4% | 8,230 | +58.8% | 0.04% | +41.9% |
| Q3 2020 | $291,000 | +10.2% | 5,181 | +10.2% | 0.03% | 0.0% |
| Q2 2020 | $264,000 | +9.1% | 4,700 | +5.3% | 0.03% | 0.0% |
| Q1 2020 | $242,000 | +0.8% | 4,463 | -0.5% | 0.03% | +24.0% |
| Q4 2019 | $240,000 | +43.7% | 4,486 | +44.6% | 0.02% | +38.9% |
| Q3 2019 | $167,000 | +3.7% | 3,102 | +2.3% | 0.02% | +5.9% |
| Q2 2019 | $161,000 | +906.2% | 3,032 | +910.7% | 0.02% | +325.0% |
| Q1 2019 | $16,000 | -89.3% | 300 | -89.8% | 0.00% | -87.1% |
| Q4 2018 | $149,000 | +893.3% | 2,951 | +883.7% | 0.03% | +342.9% |
| Q3 2018 | $15,000 | -25.0% | 300 | -21.9% | 0.01% | +16.7% |
| Q3 2017 | $20,000 | -99.9% | 384 | 0.0% | 0.01% | +20.0% |
| Q2 2017 | $20,000,000 | 0.0% | 384 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $20,000,000 | 0.0% | 384 | 0.0% | 0.01% | +50.0% |
| Q4 2016 | $20,000,000 | +95138.1% | 384 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | +5.0% | 384 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $20,000 | 0.0% | 384 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $20,000 | +5.3% | 384 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $19,000 | -5.0% | 384 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $20,000 | +5.3% | 384 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $19,000 | -5.0% | 384 | 0.0% | 0.01% | +16.7% |
| Q1 2015 | $20,000 | 0.0% | 384 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $20,000 | – | 384 | – | 0.01% | – |
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% |