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 | $1,789,213 | -18.4% | 41,037 | -13.6% | 0.24% | -17.9% |
| Q2 2023 | $2,192,231 | -4.7% | 47,492 | -3.2% | 0.30% | -16.9% |
| Q1 2023 | $2,301,123 | -1.1% | 49,054 | -3.7% | 0.36% | -0.6% |
| Q4 2022 | $2,326,050 | -24.3% | 50,954 | -24.8% | 0.36% | -30.1% |
| Q3 2022 | $3,071,000 | -9.2% | 67,774 | -4.1% | 0.51% | -1.0% |
| Q2 2022 | $3,384,000 | -32.0% | 70,690 | -28.1% | 0.52% | -25.5% |
| Q1 2022 | $4,974,000 | -6.7% | 98,351 | -0.5% | 0.69% | -8.4% |
| Q4 2021 | $5,330,000 | -2.3% | 98,886 | -1.7% | 0.76% | -12.1% |
| Q3 2021 | $5,456,000 | -2.8% | 100,561 | -2.2% | 0.86% | -4.2% |
| Q2 2021 | $5,613,000 | +0.9% | 102,796 | -0.3% | 0.90% | -5.6% |
| Q1 2021 | $5,561,000 | -4.0% | 103,074 | -0.3% | 0.95% | -11.8% |
| Q4 2020 | $5,792,000 | -0.2% | 103,371 | -0.1% | 1.08% | -15.9% |
| Q3 2020 | $5,805,000 | -0.3% | 103,516 | 0.0% | 1.28% | -5.9% |
| Q2 2020 | $5,822,000 | +1.6% | 103,516 | -2.0% | 1.36% | -11.7% |
| Q1 2020 | $5,733,000 | -1.3% | 105,644 | -2.8% | 1.54% | +26.6% |
| Q4 2019 | $5,806,000 | +2.8% | 108,668 | +3.6% | 1.22% | -2.1% |
| Q3 2019 | $5,649,000 | +13.3% | 104,908 | +11.5% | 1.25% | +6.9% |
| Q2 2019 | $4,985,000 | +26.7% | 94,052 | +24.0% | 1.17% | +19.7% |
| Q1 2019 | $3,936,000 | +324.1% | 75,862 | +313.8% | 0.97% | +258.1% |
| Q4 2018 | $928,000 | – | 18,335 | – | 0.27% | – |
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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% |