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 | $984,291 | -6.7% | 22,254 | -2.6% | 0.01% | -11.1% |
| Q2 2023 | $1,054,747 | -0.4% | 22,850 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $1,059,304 | +2.6% | 22,582 | -0.2% | 0.01% | -10.0% |
| Q4 2022 | $1,032,681 | +1.8% | 22,622 | +1.1% | 0.01% | -50.0% |
| Q3 2022 | $1,014,000 | -22.0% | 22,378 | -17.6% | 0.02% | -4.8% |
| Q2 2022 | $1,300,000 | -2.7% | 27,156 | +2.8% | 0.02% | +10.5% |
| Q1 2022 | $1,336,000 | +2.2% | 26,414 | +8.9% | 0.02% | 0.0% |
| Q4 2021 | $1,307,000 | +2.2% | 24,254 | +2.9% | 0.02% | -5.0% |
| Q3 2021 | $1,279,000 | +23.6% | 23,570 | +24.4% | 0.02% | +17.6% |
| Q2 2021 | $1,035,000 | +6.7% | 18,947 | +5.4% | 0.02% | -10.5% |
| Q1 2021 | $970,000 | -5.5% | 17,971 | -1.8% | 0.02% | -5.0% |
| Q4 2020 | $1,026,000 | -7.7% | 18,308 | -7.6% | 0.02% | -78.0% |
| Q3 2020 | $1,111,000 | +44.7% | 19,814 | +45.1% | 0.09% | +28.2% |
| Q2 2020 | $768,000 | +17.4% | 13,652 | +13.3% | 0.07% | -11.2% |
| Q1 2020 | $654,000 | +4.8% | 12,045 | +3.2% | 0.08% | +27.0% |
| Q4 2019 | $624,000 | +4.9% | 11,673 | +5.6% | 0.06% | -12.5% |
| Q3 2019 | $595,000 | +7.8% | 11,058 | +6.6% | 0.07% | +1.4% |
| Q2 2019 | $552,000 | +25.5% | 10,378 | +22.0% | 0.07% | +14.5% |
| Q1 2019 | $440,000 | -32.0% | 8,504 | -33.6% | 0.06% | -41.5% |
| Q4 2018 | $647,000 | -7.7% | 12,807 | -8.1% | 0.11% | +5.0% |
| Q3 2018 | $701,000 | -15.9% | 13,939 | -15.4% | 0.10% | -31.3% |
| Q2 2018 | $834,000 | +1.5% | 16,475 | +2.3% | 0.15% | -4.5% |
| Q1 2018 | $822,000 | -15.5% | 16,098 | -13.9% | 0.15% | -14.0% |
| Q4 2017 | $973,000 | -12.4% | 18,695 | -11.7% | 0.18% | -27.2% |
| Q3 2017 | $1,111,000 | -7.3% | 21,173 | -7.7% | 0.25% | -16.3% |
| Q2 2017 | $1,199,000 | -12.3% | 22,929 | -13.2% | 0.29% | -22.0% |
| Q1 2017 | $1,367,000 | -26.0% | 26,402 | -26.5% | 0.38% | -38.8% |
| Q4 2016 | $1,848,000 | +11.2% | 35,912 | +16.0% | 0.62% | -13.7% |
| Q3 2016 | $1,662,000 | +41.6% | 30,955 | +41.8% | 0.71% | +55.2% |
| Q2 2016 | $1,174,000 | +45.7% | 21,836 | +43.1% | 0.46% | +31.8% |
| Q1 2016 | $806,000 | – | 15,262 | – | 0.35% | – |
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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% |