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 | $563,196 | -13.8% | 12,733 | -10.1% | 0.22% | -10.9% |
| Q2 2023 | $653,496 | -9.6% | 14,157 | -8.2% | 0.25% | -13.3% |
| Q1 2023 | $723,124 | -2.2% | 15,415 | -4.9% | 0.28% | -8.9% |
| Q4 2022 | $739,625 | -10.9% | 16,202 | -11.6% | 0.31% | -17.2% |
| Q3 2022 | $830,000 | -77.6% | 18,331 | -76.3% | 0.38% | -76.2% |
| Q2 2022 | $3,706,000 | -26.5% | 77,435 | -22.4% | 1.59% | -15.4% |
| Q1 2022 | $5,044,000 | -36.6% | 99,760 | -32.4% | 1.88% | -34.6% |
| Q4 2021 | $7,959,000 | -54.7% | 147,678 | -54.4% | 2.87% | -58.1% |
| Q3 2021 | $17,580,000 | +21.9% | 324,000 | +22.7% | 6.86% | +27.3% |
| Q2 2021 | $14,416,000 | +2.3% | 264,039 | +1.1% | 5.38% | -2.8% |
| Q1 2021 | $14,095,000 | -11.7% | 261,267 | -8.3% | 5.54% | -13.0% |
| Q4 2020 | $15,957,000 | +2.9% | 284,796 | +3.0% | 6.37% | +2.4% |
| Q3 2020 | $15,507,000 | +5.2% | 276,530 | +5.5% | 6.22% | -2.7% |
| Q2 2020 | $14,738,000 | +12.1% | 262,060 | +8.2% | 6.40% | -3.6% |
| Q1 2020 | $13,146,000 | +23.4% | 242,245 | +21.5% | 6.64% | +41.4% |
| Q4 2019 | $10,653,000 | +13.9% | 199,383 | +14.8% | 4.69% | +7.7% |
| Q3 2019 | $9,353,000 | +13.0% | 173,692 | +11.2% | 4.36% | +18.8% |
| Q2 2019 | $8,278,000 | +3.1% | 156,188 | +0.9% | 3.67% | +7.1% |
| Q1 2019 | $8,027,000 | +17.5% | 154,719 | +14.5% | 3.43% | +0.8% |
| Q4 2018 | $6,833,000 | +31.3% | 135,076 | +30.4% | 3.40% | +48.2% |
| Q3 2018 | $5,204,000 | +42.5% | 103,564 | +43.6% | 2.29% | +33.1% |
| Q2 2018 | $3,652,000 | +33.1% | 72,119 | +34.2% | 1.72% | +19.0% |
| Q1 2018 | $2,743,000 | +20.1% | 53,758 | +22.5% | 1.45% | -26.0% |
| Q4 2017 | $2,284,000 | – | 43,882 | – | 1.96% | – |
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% |