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 | $4,921,719 | +28.3% | 111,276 | +33.9% | 1.79% | +31.1% |
| Q2 2023 | $3,835,402 | +1.5% | 83,089 | +3.2% | 1.37% | -2.8% |
| Q1 2023 | $3,778,052 | +6.5% | 80,538 | +3.7% | 1.40% | +0.7% |
| Q4 2022 | $3,546,061 | +1.6% | 77,679 | +0.8% | 1.40% | -4.1% |
| Q3 2022 | $3,490,000 | -1.9% | 77,028 | +3.7% | 1.46% | +6.4% |
| Q2 2022 | $3,556,000 | -5.4% | 74,275 | -0.1% | 1.37% | +8.6% |
| Q1 2022 | $3,760,000 | -8.8% | 74,352 | -2.8% | 1.26% | -5.5% |
| Q4 2021 | $4,121,000 | -6.1% | 76,455 | -5.5% | 1.33% | -10.3% |
| Q3 2021 | $4,389,000 | +6.6% | 80,879 | +7.2% | 1.49% | +6.3% |
| Q2 2021 | $4,119,000 | +7.2% | 75,447 | +5.9% | 1.40% | +0.4% |
| Q1 2021 | $3,843,000 | +3.4% | 71,239 | +7.4% | 1.39% | -0.4% |
| Q4 2020 | $3,716,000 | +7.1% | 66,327 | +7.2% | 1.40% | -6.5% |
| Q3 2020 | $3,469,000 | +6.2% | 61,855 | +6.5% | 1.50% | -2.4% |
| Q2 2020 | $3,267,000 | -10.9% | 58,082 | -14.0% | 1.53% | -18.1% |
| Q1 2020 | $3,666,000 | -47.2% | 67,558 | -48.0% | 1.87% | +26.5% |
| Q4 2019 | $6,942,000 | +1.8% | 129,928 | +2.6% | 1.48% | -2.2% |
| Q3 2019 | $6,820,000 | +102.3% | 126,630 | +99.1% | 1.52% | +0.1% |
| Q2 2019 | $3,371,000 | -48.5% | 63,600 | -49.6% | 1.51% | +0.7% |
| Q1 2019 | $6,544,000 | +98.8% | 126,150 | +93.9% | 1.50% | -7.2% |
| Q4 2018 | $3,292,000 | -47.3% | 65,075 | -47.6% | 1.62% | +15.5% |
| Q3 2018 | $6,242,000 | +120.3% | 124,232 | +122.0% | 1.40% | +7.3% |
| Q2 2018 | $2,833,000 | +42.9% | 55,950 | +43.9% | 1.31% | +38.7% |
| Q1 2018 | $1,983,000 | +58.1% | 38,870 | +61.4% | 0.94% | +296.2% |
| Q4 2017 | $1,254,000 | +47.2% | 24,090 | +47.9% | 0.24% | +45.1% |
| Q3 2017 | $852,000 | +0.2% | 16,290 | +0.2% | 0.16% | -1.2% |
| Q2 2017 | $850,000 | +115.2% | 16,260 | +113.0% | 0.17% | +3.8% |
| Q1 2017 | $395,000 | -22.2% | 7,635 | -22.6% | 0.16% | +44.1% |
| Q4 2016 | $508,000 | – | 9,870 | – | 0.11% | – |
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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% |