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 | $350,685 | -13.0% | 7,929 | -9.2% | 0.02% | -38.2% |
| Q2 2023 | $403,214 | +13.5% | 8,735 | +15.4% | 0.03% | +9.7% |
| Q1 2023 | $355,216 | -3.9% | 7,572 | -6.5% | 0.03% | -13.9% |
| Q4 2022 | $369,647 | +20.0% | 8,097 | +19.2% | 0.04% | +9.1% |
| Q3 2022 | $308,000 | +20.8% | 6,793 | +27.7% | 0.03% | +57.1% |
| Q2 2022 | $255,000 | +17.5% | 5,318 | +23.8% | 0.02% | -12.5% |
| Q1 2022 | $217,000 | -6.5% | 4,297 | -0.3% | 0.02% | -4.0% |
| Q4 2021 | $232,000 | 0.0% | 4,309 | +0.7% | 0.02% | -13.8% |
| Q3 2021 | $232,000 | 0.0% | 4,279 | +0.5% | 0.03% | -3.3% |
| Q2 2021 | $232,000 | +1.8% | 4,257 | +0.5% | 0.03% | -9.1% |
| Q1 2021 | $228,000 | -3.4% | 4,234 | +0.4% | 0.03% | -10.8% |
| Q4 2020 | $236,000 | +4.4% | 4,218 | +4.3% | 0.04% | -32.7% |
| Q3 2020 | $226,000 | -5.8% | 4,045 | -5.3% | 0.06% | -31.2% |
| Q2 2020 | $240,000 | +4.3% | 4,272 | +0.6% | 0.08% | -21.6% |
| Q1 2020 | $230,000 | -85.4% | 4,247 | +42.9% | 0.10% | +59.4% |
| Q2 2019 | $1,575,000 | +600.0% | 2,972 | -33.3% | 0.06% | -39.6% |
| Q2 2018 | $225,000 | -0.4% | 4,453 | +0.5% | 0.11% | -6.2% |
| Q1 2018 | $226,000 | -1.3% | 4,432 | +0.4% | 0.11% | -19.9% |
| Q4 2017 | $229,000 | -0.4% | 4,413 | +0.4% | 0.14% | -3.4% |
| Q3 2017 | $230,000 | – | 4,394 | – | 0.15% | – |
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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% |