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 | $129,054 | +95495.6% | 2,918 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $135 | -1.5% | 2,918 | +0.0% | 0.06% | -9.1% |
| Q1 2023 | $137 | +17.1% | 2,917 | +13.6% | 0.07% | +10.0% |
| Q4 2022 | $117 | -99.9% | 2,567 | -12.0% | 0.06% | -11.8% |
| Q3 2022 | $132,000 | -5.7% | 2,917 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $140,000 | -4.8% | 2,917 | 0.0% | 0.07% | +16.9% |
| Q1 2022 | $147,000 | -6.4% | 2,917 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $157,000 | -0.6% | 2,917 | +0.0% | 0.06% | -11.9% |
| Q3 2021 | $158,000 | -1.2% | 2,916 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $160,000 | -6.4% | 2,916 | -8.0% | 0.07% | -20.5% |
| Q1 2021 | $171,000 | +4.9% | 3,170 | +8.7% | 0.08% | -1.2% |
| Q4 2020 | $163,000 | -0.6% | 2,916 | 0.0% | 0.08% | -3.4% |
| Q3 2020 | $164,000 | 0.0% | 2,916 | 0.0% | 0.09% | -14.7% |
| Q2 2020 | $164,000 | +0.6% | 2,916 | 0.0% | 0.10% | -7.3% |
| Q1 2020 | $163,000 | +4.5% | 2,916 | 0.0% | 0.11% | +7.8% |
| Q4 2019 | $156,000 | -0.6% | 2,916 | +0.0% | 0.10% | -8.9% |
| Q3 2019 | $157,000 | +1.3% | 2,915 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $155,000 | +2.6% | 2,915 | 0.0% | 0.11% | -4.2% |
| Q1 2019 | $151,000 | +2.7% | 2,915 | 0.0% | 0.12% | -7.8% |
| Q4 2018 | $147,000 | +1.4% | 2,915 | 0.0% | 0.13% | +25.5% |
| Q3 2018 | $145,000 | -1.4% | 2,915 | 0.0% | 0.10% | +8.5% |
| Q2 2018 | $147,000 | -1.3% | 2,915 | +0.0% | 0.09% | -9.6% |
| Q1 2018 | $149,000 | -2.0% | 2,914 | 0.0% | 0.10% | -14.0% |
| Q4 2017 | $152,000 | – | 2,914 | – | 0.12% | – |
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% |