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 2023 | $1,358 | +57.2% | 29,410 | +59.8% | 0.56% | +46.2% |
| Q1 2023 | $864 | +29.1% | 18,409 | +25.7% | 0.38% | +58.3% |
| Q4 2022 | $669 | -99.9% | 14,651 | +21.6% | 0.24% | -20.1% |
| Q2 2022 | $577,000 | -61.2% | 12,045 | -59.1% | 0.30% | -34.1% |
| Q1 2022 | $1,489,000 | -52.5% | 29,442 | -49.4% | 0.46% | -18.0% |
| Q4 2021 | $3,135,000 | +375.0% | 58,168 | +378.0% | 0.56% | +176.4% |
| Q3 2021 | $660,000 | -78.3% | 12,168 | -78.1% | 0.20% | -67.6% |
| Q2 2021 | $3,041,000 | -21.8% | 55,688 | -19.8% | 0.63% | -33.2% |
| Q4 2020 | $3,889,000 | – | 69,417 | – | 0.94% | – |
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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% |