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 | $308 | -100.0% | 6,979 | -88.0% | 0.00% | -89.3% |
| Q3 2022 | $2,633,000 | +405.4% | 58,112 | +433.0% | 0.03% | +366.7% |
| Q2 2022 | $521,000 | -69.0% | 10,902 | -67.2% | 0.01% | -50.0% |
| Q1 2022 | $1,683,000 | +297.9% | 33,285 | +326.1% | 0.01% | +300.0% |
| Q3 2021 | $423,000 | +20.2% | 7,811 | +24.8% | 0.00% | -72.7% |
| Q2 2020 | $352,000 | -70.9% | 6,259 | -71.9% | 0.01% | -85.9% |
| Q1 2020 | $1,210,000 | – | 22,303 | – | 0.08% | – |
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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% |