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 | $112,433 | -4.2% | 2,542 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $117,339 | -4.8% | 2,542 | -3.3% | 0.00% | 0.0% |
| Q1 2023 | $123,279 | +4.5% | 2,628 | +1.7% | 0.00% | 0.0% |
| Q4 2022 | $118,005 | -11.9% | 2,585 | -12.9% | 0.00% | -33.3% |
| Q3 2022 | $134,000 | -5.6% | 2,967 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $142,000 | -70.5% | 2,967 | -68.9% | 0.00% | -57.1% |
| Q1 2022 | $482,000 | -6.2% | 9,540 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $514,000 | +6.6% | 9,540 | +7.3% | 0.01% | 0.0% |
| Q3 2021 | $482,000 | -2.6% | 8,890 | -2.0% | 0.01% | 0.0% |
| Q2 2021 | $495,000 | -99.9% | 9,069 | -50.4% | 0.01% | -11.1% |
| Q1 2021 | $986,530,000 | +192581.6% | 18,286 | +100.0% | 0.01% | -18.2% |
| Q4 2020 | $512,000 | +253.1% | 9,143 | +252.5% | 0.01% | +175.0% |
| Q3 2020 | $145,000 | +81.2% | 2,594 | +82.4% | 0.00% | +100.0% |
| Q2 2020 | $80,000 | +3.9% | 1,422 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $77,000 | +2.7% | 1,422 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $75,000 | +733.3% | 1,422 | +694.4% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 179 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -25.0% | 179 | -26.3% | 0.00% | -100.0% |
| Q3 2018 | $12,000 | +300.0% | 243 | +279.7% | 0.00% | – |
| Q2 2018 | $3,000 | – | 64 | – | 0.00% | – |
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% |