SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $608,000 | -5.3% | 12,708 | 0.0% | 0.51% | +11.9% |
| Q1 2022 | $642,000 | -6.3% | 12,708 | 0.0% | 0.45% | +5.9% |
| Q4 2021 | $685,000 | +35.4% | 12,708 | +36.2% | 0.43% | +32.2% |
| Q3 2021 | $506,000 | -0.8% | 9,332 | 0.0% | 0.32% | -3.3% |
| Q2 2021 | $510,000 | +1.4% | 9,332 | 0.0% | 0.33% | -2.9% |
| Q1 2021 | $503,000 | -3.8% | 9,332 | 0.0% | 0.34% | -7.3% |
| Q4 2020 | $523,000 | +43.3% | 9,332 | +43.5% | 0.37% | +35.9% |
| Q3 2020 | $365,000 | +4.0% | 6,502 | +4.1% | 0.27% | +0.7% |
| Q2 2020 | $351,000 | +32.0% | 6,245 | +27.4% | 0.27% | +16.8% |
| Q1 2020 | $266,000 | +1.5% | 4,900 | 0.0% | 0.23% | +33.3% |
| Q4 2019 | $262,000 | -0.8% | 4,900 | 0.0% | 0.17% | -9.8% |
| Q3 2019 | $264,000 | +1.5% | 4,900 | 0.0% | 0.19% | -4.0% |
| Q2 2019 | $260,000 | +2.4% | 4,900 | 0.0% | 0.20% | +2.0% |
| Q1 2019 | $254,000 | -93.8% | 4,900 | -94.0% | 0.20% | -94.3% |
| Q4 2018 | $4,116,000 | -19.2% | 81,351 | -19.7% | 3.44% | -6.9% |
| Q3 2018 | $5,092,000 | -0.2% | 101,337 | +0.6% | 3.70% | -6.6% |
| Q2 2018 | $5,103,000 | – | 100,774 | – | 3.96% | – |
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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% |