SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $625,239 | -6.3% | 13,696 | -7.0% | 0.01% | -26.7% |
| Q3 2022 | $667,000 | -60.3% | 14,722 | -58.1% | 0.02% | -60.5% |
| Q2 2022 | $1,682,000 | -15.1% | 35,134 | -10.4% | 0.04% | -13.6% |
| Q1 2022 | $1,982,000 | +9.1% | 39,193 | +16.3% | 0.04% | +2.3% |
| Q4 2021 | $1,817,000 | -5.9% | 33,714 | -5.2% | 0.04% | -18.9% |
| Q3 2021 | $1,930,000 | -1.6% | 35,573 | -0.9% | 0.05% | -1.9% |
| Q2 2021 | $1,961,000 | +6.5% | 35,910 | +5.3% | 0.05% | -8.5% |
| Q1 2021 | $1,841,000 | +9.3% | 34,118 | +13.5% | 0.06% | 0.0% |
| Q4 2020 | $1,685,000 | -0.1% | 30,073 | +0.0% | 0.06% | -19.2% |
| Q3 2020 | $1,686,000 | +6.1% | 30,058 | +6.4% | 0.07% | +7.4% |
| Q2 2020 | $1,589,000 | +13.3% | 28,254 | +9.3% | 0.07% | -1.4% |
| Q1 2020 | $1,403,000 | +32.9% | 25,860 | +30.9% | 0.07% | +60.5% |
| Q4 2019 | $1,056,000 | -2.6% | 19,755 | -1.9% | 0.04% | -20.4% |
| Q3 2019 | $1,084,000 | +5.6% | 20,138 | +4.0% | 0.05% | -15.6% |
| Q2 2019 | $1,027,000 | +1.9% | 19,368 | -0.3% | 0.06% | -34.0% |
| Q1 2019 | $1,008,000 | -43.0% | 19,436 | -44.4% | 0.10% | -28.7% |
| Q4 2018 | $1,769,000 | -46.7% | 34,961 | -47.0% | 0.14% | -47.5% |
| Q3 2018 | $3,317,000 | +375.9% | 66,016 | +379.8% | 0.26% | +292.4% |
| Q2 2018 | $697,000 | +144.6% | 13,760 | +145.9% | 0.07% | +135.7% |
| Q1 2018 | $285,000 | -6.9% | 5,595 | -5.2% | 0.03% | -33.3% |
| Q1 2017 | $306,000 | -62.9% | 5,902 | -63.2% | 0.04% | -65.3% |
| Q4 2016 | $825,000 | +151.5% | 16,025 | +162.1% | 0.12% | +137.3% |
| Q3 2016 | $328,000 | -51.6% | 6,113 | -51.5% | 0.05% | -52.8% |
| Q2 2016 | $678,000 | -44.2% | 12,615 | -45.2% | 0.11% | -41.9% |
| Q1 2016 | $1,216,000 | -75.5% | 23,020 | -76.1% | 0.19% | -77.7% |
| Q4 2015 | $4,954,000 | +913.1% | 96,190 | +925.5% | 0.83% | +795.7% |
| Q3 2015 | $489,000 | -75.4% | 9,380 | -76.3% | 0.09% | -82.0% |
| Q4 2013 | $1,988,000 | – | 39,525 | – | 0.52% | – |
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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% |