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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,161,345 | -0.1% | 26,257 | +4.3% | 0.34% | -1.4% |
| Q2 2023 | $1,162,058 | -2.0% | 25,175 | -0.4% | 0.35% | -10.8% |
| Q1 2023 | $1,185,838 | +44.6% | 25,279 | +40.7% | 0.39% | +37.3% |
| Q4 2022 | $820,102 | +11.6% | 17,965 | +10.8% | 0.28% | +3.3% |
| Q3 2022 | $735,000 | +30.8% | 16,217 | +38.3% | 0.28% | +37.5% |
| Q2 2022 | $562,000 | +122.1% | 11,730 | +134.5% | 0.20% | +170.3% |
| Q1 2022 | $253,000 | -19.7% | 5,002 | -14.4% | 0.07% | -12.9% |
| Q4 2021 | $315,000 | -57.5% | 5,842 | -57.2% | 0.08% | -61.0% |
| Q3 2021 | $741,000 | -2.2% | 13,658 | -1.7% | 0.22% | -5.2% |
| Q2 2021 | $758,000 | +1.2% | 13,888 | -0.0% | 0.23% | -11.2% |
| Q1 2021 | $749,000 | -5.8% | 13,891 | -2.1% | 0.26% | -10.1% |
| Q4 2020 | $795,000 | -3.5% | 14,192 | -3.1% | 0.29% | -19.3% |
| Q2 2020 | $824,000 | +4.3% | 14,649 | +0.7% | 0.36% | -13.3% |
| Q1 2020 | $790,000 | +0.1% | 14,549 | -1.5% | 0.41% | +26.8% |
| Q4 2019 | $789,000 | -0.3% | 14,774 | +0.5% | 0.32% | -6.9% |
| Q3 2019 | $791,000 | +3.8% | 14,697 | +2.2% | 0.35% | +2.0% |
| Q2 2019 | $762,000 | +160.1% | 14,376 | +154.2% | 0.34% | +131.1% |
| Q1 2019 | $293,000 | +1.4% | 5,655 | -1.1% | 0.15% | -16.9% |
| Q4 2018 | $289,000 | -4.0% | 5,716 | -4.5% | 0.18% | +13.4% |
| Q3 2018 | $301,000 | -0.3% | 5,983 | +0.3% | 0.16% | -11.3% |
| Q2 2018 | $302,000 | +5.2% | 5,963 | +5.9% | 0.18% | +1.7% |
| Q1 2018 | $287,000 | +47.2% | 5,631 | +49.8% | 0.17% | +68.9% |
| Q4 2017 | $195,000 | -52.1% | 3,759 | -51.8% | 0.10% | -53.8% |
| Q3 2017 | $407,000 | +151.2% | 7,792 | +150.0% | 0.22% | +127.6% |
| Q2 2017 | $162,000 | – | 3,117 | – | 0.10% | – |
Download | ||||||
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% |