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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $18,000 | +80.0% | 352 | +90.3% | 0.01% | +50.0% |
| Q1 2020 | $10,000 | -91.5% | 185 | -91.6% | 0.00% | -89.7% |
| Q4 2019 | $117,000 | -0.8% | 2,200 | 0.0% | 0.04% | -7.1% |
| Q3 2019 | $118,000 | -17.5% | 2,200 | -18.9% | 0.04% | -19.2% |
| Q2 2019 | $143,000 | -92.7% | 2,713 | -92.8% | 0.05% | -92.6% |
| Q1 2019 | $1,947,000 | -9.5% | 37,548 | -11.9% | 0.70% | -21.4% |
| Q4 2018 | $2,151,000 | -14.7% | 42,600 | -15.1% | 0.89% | -8.6% |
| Q3 2018 | $2,521,000 | +41916.7% | 50,186 | +40048.8% | 0.98% | +48800.0% |
| Q2 2018 | $6,000 | -98.1% | 125 | -98.0% | 0.00% | -98.5% |
| Q1 2018 | $318,000 | – | 6,241 | – | 0.13% | – |
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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% |