SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,521,000 | -92.4% | 73,544 | -92.0% | 0.89% | -92.8% |
| Q1 2022 | $46,353,000 | -34.9% | 916,603 | -30.6% | 12.39% | -38.8% |
| Q4 2021 | $71,179,000 | +8.9% | 1,320,567 | +9.6% | 20.23% | -5.0% |
| Q3 2021 | $65,376,000 | +6.5% | 1,204,871 | +7.2% | 21.30% | +2.8% |
| Q2 2021 | $61,364,000 | +11.8% | 1,123,890 | +10.5% | 20.72% | +2.8% |
| Q1 2021 | $54,869,000 | -0.6% | 1,017,030 | +3.2% | 20.14% | -2.1% |
| Q4 2020 | $55,212,000 | +4.2% | 985,402 | +4.3% | 20.58% | -5.0% |
| Q3 2020 | $52,988,000 | +3.9% | 944,873 | +4.2% | 21.67% | -1.0% |
| Q2 2020 | $51,016,000 | +6.4% | 907,111 | +2.7% | 21.89% | -4.1% |
| Q1 2020 | $47,926,000 | -10.6% | 883,100 | -12.0% | 22.83% | +1.0% |
| Q4 2019 | $53,637,000 | -9.2% | 1,003,879 | -8.5% | 22.60% | -11.4% |
| Q3 2019 | $59,062,000 | -16.6% | 1,096,785 | -17.9% | 25.50% | -15.9% |
| Q2 2019 | $70,825,000 | +8.4% | 1,336,315 | +6.1% | 30.30% | +2.5% |
| Q1 2019 | $65,333,000 | +7.9% | 1,259,300 | +5.2% | 29.56% | +0.8% |
| Q4 2018 | $60,556,000 | -19.9% | 1,197,002 | -20.4% | 29.33% | -16.3% |
| Q3 2018 | $75,585,000 | +8.5% | 1,504,176 | +9.3% | 35.07% | +6.1% |
| Q2 2018 | $69,676,000 | +17.5% | 1,375,913 | +18.4% | 33.04% | +16.8% |
| Q1 2018 | $59,297,000 | +0.1% | 1,162,229 | +2.1% | 28.28% | -6.5% |
| Q4 2017 | $59,229,000 | -0.5% | 1,138,139 | +0.1% | 30.24% | -7.8% |
| Q3 2017 | $59,505,000 | -2.9% | 1,136,465 | -3.1% | 32.80% | -14.5% |
| Q2 2017 | $61,301,000 | -1.2% | 1,173,229 | -2.1% | 38.36% | -3.9% |
| Q1 2017 | $62,058,000 | +10.5% | 1,198,256 | +9.9% | 39.94% | +2.8% |
| Q4 2016 | $56,145,000 | +1.3% | 1,090,185 | +5.6% | 38.85% | +2.0% |
| Q3 2016 | $55,402,000 | +4.8% | 1,032,264 | +4.8% | 38.10% | +2.9% |
| Q2 2016 | $52,889,000 | +5.2% | 984,535 | +3.4% | 37.03% | +0.9% |
| Q1 2016 | $50,284,000 | +9.4% | 951,985 | +6.6% | 36.70% | +4.9% |
| Q4 2015 | $45,978,000 | +3.9% | 892,771 | +5.2% | 35.00% | +1.0% |
| Q3 2015 | $44,246,000 | +13.6% | 848,599 | +12.7% | 34.67% | +8.1% |
| Q2 2015 | $38,945,000 | +41.8% | 752,844 | +45.0% | 32.08% | +28.5% |
| Q1 2015 | $27,473,000 | +95.6% | 519,248 | +93.6% | 24.96% | +74.0% |
| Q4 2014 | $14,044,000 | -40.8% | 268,217 | -41.5% | 14.34% | -30.6% |
| Q3 2014 | $23,729,000 | – | 458,388 | – | 20.66% | – |
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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% |