SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $275,437 | +98622.9% | 5,967 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $279 | +2.6% | 5,967 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $272 | -99.9% | 5,967 | -13.6% | 0.00% | -25.0% |
Q3 2022 | $313,000 | -3.7% | 6,905 | +2.2% | 0.00% | 0.0% |
Q2 2022 | $325,000 | -5.0% | 6,758 | 0.0% | 0.00% | +33.3% |
Q1 2022 | $342,000 | -58.3% | 6,758 | -55.3% | 0.00% | -25.0% |
Q3 2021 | $820,000 | +99.0% | 15,124 | +100.0% | 0.00% | 0.0% |
Q2 2021 | $412,000 | +62.2% | 7,562 | +60.0% | 0.00% | +33.3% |
Q1 2021 | $254,000 | -4.2% | 4,725 | +0.1% | 0.00% | 0.0% |
Q4 2020 | $265,000 | 0.0% | 4,722 | 0.0% | 0.00% | -25.0% |
Q3 2020 | $265,000 | +24.4% | 4,722 | +25.3% | 0.00% | 0.0% |
Q2 2020 | $213,000 | +1.9% | 3,770 | -2.6% | 0.00% | 0.0% |
Q1 2020 | $209,000 | -8.7% | 3,870 | -9.4% | 0.00% | 0.0% |
Q4 2019 | $229,000 | -5.4% | 4,270 | -5.2% | 0.00% | 0.0% |
Q3 2019 | $242,000 | -10.4% | 4,502 | -11.8% | 0.00% | 0.0% |
Q2 2019 | $270,000 | -2.2% | 5,102 | -4.0% | 0.00% | 0.0% |
Q1 2019 | $276,000 | +2.6% | 5,314 | 0.0% | 0.00% | -20.0% |
Q4 2018 | $269,000 | +0.7% | 5,314 | 0.0% | 0.01% | +25.0% |
Q3 2018 | $267,000 | -24.8% | 5,314 | -24.2% | 0.00% | -20.0% |
Q2 2018 | $355,000 | – | 7,012 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |