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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,330,482 | -3.3% | 267,125 | -1.8% | 1.86% | -9.1% |
| Q1 2023 | $12,756,823 | +4.4% | 271,942 | +1.6% | 2.05% | +1.0% |
| Q4 2022 | $12,218,399 | +1.6% | 267,654 | +0.8% | 2.03% | -3.4% |
| Q3 2022 | $12,026,000 | -11.2% | 265,417 | -0.9% | 2.10% | +8.2% |
| Q1 2022 | $13,540,000 | -6.9% | 267,751 | -0.7% | 1.94% | -1.3% |
| Q4 2021 | $14,536,000 | -3.6% | 269,678 | -3.0% | 1.96% | -10.3% |
| Q3 2021 | $15,084,000 | +0.8% | 277,993 | +1.5% | 2.19% | +1.7% |
| Q2 2021 | $14,958,000 | +1.7% | 273,957 | +0.5% | 2.16% | -6.5% |
| Q1 2021 | $14,711,000 | -7.0% | 272,677 | -3.4% | 2.30% | -21.3% |
| Q4 2020 | $15,822,000 | -0.3% | 282,386 | -0.2% | 2.93% | -16.3% |
| Q3 2020 | $15,862,000 | +2.7% | 282,855 | +3.0% | 3.50% | -1.5% |
| Q2 2020 | $15,445,000 | +5.8% | 274,621 | +2.1% | 3.55% | -11.1% |
| Q1 2020 | $14,595,000 | +8.9% | 268,924 | +7.2% | 4.00% | +38.0% |
| Q4 2019 | $13,404,000 | +11.6% | 250,862 | +12.5% | 2.90% | +3.2% |
| Q3 2019 | $12,011,000 | +10.6% | 223,052 | +8.8% | 2.80% | +38.5% |
| Q2 2019 | $10,861,000 | +10.1% | 204,925 | +7.8% | 2.03% | +20.7% |
| Q1 2019 | $9,861,000 | +10.4% | 190,064 | +7.7% | 1.68% | -2.0% |
| Q4 2018 | $8,932,000 | -18.1% | 176,544 | -18.6% | 1.71% | -3.7% |
| Q3 2018 | $10,905,000 | -1.7% | 217,013 | -0.9% | 1.78% | -10.3% |
| Q2 2018 | $11,092,000 | -4.3% | 219,024 | -3.5% | 1.98% | -12.4% |
| Q1 2018 | $11,585,000 | -0.4% | 227,078 | +1.6% | 2.26% | +16.5% |
| Q4 2017 | $11,632,000 | +8.8% | 223,514 | +9.5% | 1.94% | +2.0% |
| Q3 2017 | $10,691,000 | +8.6% | 204,191 | +8.4% | 1.90% | +7.9% |
| Q2 2017 | $9,840,000 | +16.2% | 188,327 | +15.2% | 1.76% | +17.5% |
| Q1 2017 | $8,470,000 | +8.9% | 163,549 | +8.3% | 1.50% | -17.8% |
| Q4 2016 | $7,780,000 | -8.1% | 151,072 | -4.2% | 1.83% | -19.6% |
| Q3 2016 | $8,463,000 | +17.2% | 157,690 | +17.3% | 2.27% | +11.5% |
| Q2 2016 | $7,221,000 | +27.2% | 134,415 | +25.1% | 2.04% | +0.4% |
| Q1 2016 | $5,675,000 | +54.5% | 107,441 | +50.6% | 2.03% | +37.8% |
| Q4 2015 | $3,674,000 | +53.5% | 71,334 | +55.3% | 1.47% | +45.7% |
| Q3 2015 | $2,394,000 | +118.8% | 45,922 | +117.0% | 1.01% | +157.0% |
| Q2 2015 | $1,094,000 | +131.3% | 21,158 | +136.6% | 0.39% | +114.8% |
| Q1 2015 | $473,000 | +9360.0% | 8,944 | +9314.7% | 0.18% | +9050.0% |
| Q4 2014 | $5,000 | 0.0% | 95 | +1.1% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | +400.0% | 94 | +261.5% | 0.00% | +100.0% |
| Q3 2013 | $1,000 | – | 26 | – | 0.00% | – |
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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% |