SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $17,955,000 | -1.5% | 320,460 | -1.4% | 2.26% | -15.7% |
| Q3 2020 | $18,220,000 | +12.6% | 324,892 | +12.9% | 2.68% | +6.9% |
| Q2 2020 | $16,182,000 | +5.3% | 287,722 | +1.6% | 2.51% | -13.0% |
| Q1 2020 | $15,365,000 | +8.8% | 283,115 | +7.2% | 2.88% | +24.4% |
| Q4 2019 | $14,117,000 | +166.4% | 264,218 | +168.5% | 2.32% | +144.7% |
| Q3 2019 | $5,299,000 | +6.3% | 98,414 | +4.6% | 0.95% | +6.0% |
| Q2 2019 | $4,987,000 | +11.5% | 94,098 | +9.1% | 0.89% | +8.1% |
| Q1 2019 | $4,473,000 | +1.2% | 86,228 | -1.3% | 0.83% | -10.4% |
| Q4 2018 | $4,419,000 | +11.8% | 87,360 | +11.1% | 0.92% | +26.8% |
| Q3 2018 | $3,951,000 | +8.3% | 78,641 | +9.1% | 0.73% | +1.8% |
| Q2 2018 | $3,649,000 | +15.8% | 72,060 | +19.0% | 0.71% | +14.1% |
| Q4 2017 | $3,151,000 | +4.0% | 60,563 | +4.7% | 0.63% | -0.5% |
| Q3 2017 | $3,029,000 | +13.9% | 57,863 | +13.6% | 0.63% | +8.1% |
| Q2 2017 | $2,660,000 | – | 50,915 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,138,139 | $59,229,000 | 30.24% |
| Dragon Financial & Investment Group, LLC | 428,533 | $22,301,000 | 19.78% |
| COOPER/HAIMS ADVISORS, LLC | 290,579 | $15,122,000 | 14.00% |
| Live Your Vision, LLC | 707,730 | $36,504,000 | 12.23% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 270,609 | $14,082,000 | 11.53% |
| Alliance Wealth Management Group | 444,714 | $23,142,000 | 11.47% |
| Mokosak Advisory Group, LLC | 259,714 | $13,507,000 | 10.46% |
| Avantax Planning Partners, Inc. | 2,156,326 | $112,215,000 | 10.27% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 299,050 | $15,563,000 | 9.99% |