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 | $467,290 | +28.5% | 10,565 | +34.1% | 0.11% | +26.4% |
| Q2 2023 | $363,741 | -0.9% | 7,880 | +0.8% | 0.09% | -8.4% |
| Q1 2023 | $366,883 | +4.1% | 7,821 | +1.3% | 0.10% | -4.0% |
| Q4 2022 | $352,281 | -43.8% | 7,717 | -44.3% | 0.10% | -53.5% |
| Q3 2022 | $627,000 | +20.3% | 13,844 | +27.3% | 0.21% | +21.0% |
| Q2 2022 | $521,000 | -30.3% | 10,879 | -26.5% | 0.18% | -29.3% |
| Q1 2022 | $748,000 | -6.1% | 14,793 | 0.0% | 0.25% | -2.7% |
| Q4 2021 | $797,000 | -1.6% | 14,793 | -0.9% | 0.26% | -9.9% |
| Q3 2021 | $810,000 | -0.6% | 14,927 | 0.0% | 0.28% | 0.0% |
| Q2 2021 | $815,000 | +146.2% | 14,927 | +143.3% | 0.28% | +140.7% |
| Q1 2021 | $331,000 | +51.1% | 6,134 | +57.2% | 0.12% | +40.5% |
| Q4 2020 | $219,000 | 0.0% | 3,901 | 0.0% | 0.08% | -16.0% |
| Q3 2020 | $219,000 | -3.5% | 3,901 | -3.5% | 0.10% | -4.8% |
| Q2 2020 | $227,000 | -22.5% | 4,043 | -25.2% | 0.10% | -33.1% |
| Q1 2020 | $293,000 | -32.2% | 5,404 | -33.2% | 0.16% | -19.1% |
| Q4 2019 | $432,000 | -62.5% | 8,084 | -64.8% | 0.19% | -71.3% |
| Q3 2018 | $1,153,000 | -85.8% | 22,944 | -85.7% | 0.68% | -84.5% |
| Q2 2018 | $8,102,000 | -32.3% | 159,985 | -31.8% | 4.35% | -32.4% |
| Q1 2018 | $11,969,000 | +24.1% | 234,596 | +26.6% | 6.43% | +30.6% |
| Q4 2017 | $9,645,000 | +13.9% | 185,346 | +14.6% | 4.92% | +10.2% |
| Q3 2017 | $8,468,000 | +66.8% | 161,720 | +66.5% | 4.47% | +60.6% |
| Q2 2017 | $5,076,000 | +43.3% | 97,141 | +42.0% | 2.78% | +22.0% |
| Q1 2017 | $3,543,000 | -99.9% | 68,407 | +15.5% | 2.28% | +32.7% |
| Q4 2016 | $3,049,057,000 | +14.2% | 59,205 | +18.4% | 1.72% | +13.6% |
| Q3 2016 | $2,670,247,000 | +14.4% | 50,014 | +15.0% | 1.51% | +13.5% |
| Q2 2016 | $2,334,913,000 | +114525.1% | 43,505 | +12.4% | 1.33% | +11.9% |
| Q1 2016 | $2,037,000 | – | 38,705 | – | 1.19% | – |
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% |