SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $209,000 | -5.9% | 3,821 | -7.1% | 0.04% | -15.6% |
| Q1 2021 | $222,000 | -7.9% | 4,115 | -4.3% | 0.04% | +4.7% |
| Q4 2020 | $241,000 | 0.0% | 4,302 | 0.0% | 0.04% | -8.5% |
| Q3 2020 | $241,000 | -4.7% | 4,302 | -4.4% | 0.05% | -6.0% |
| Q2 2020 | $253,000 | -32.0% | 4,502 | -34.3% | 0.05% | -46.8% |
| Q1 2020 | $372,000 | -70.2% | 6,848 | -70.7% | 0.09% | -55.9% |
| Q4 2019 | $1,249,000 | -1.4% | 23,370 | -0.6% | 0.21% | -21.7% |
| Q3 2019 | $1,267,000 | -2.5% | 23,520 | -4.1% | 0.27% | -4.6% |
| Q2 2019 | $1,299,000 | – | 24,514 | – | 0.28% | – |
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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% |