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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | -93.9% | 37 | -94.2% | 0.00% | -91.7% |
| Q2 2018 | $33,000 | 0.0% | 642 | 0.0% | 0.02% | +4.3% |
| Q1 2018 | $33,000 | -65.6% | 642 | -65.0% | 0.02% | -62.9% |
| Q4 2017 | $96,000 | 0.0% | 1,836 | 0.0% | 0.06% | -3.1% |
| Q3 2017 | $96,000 | +54.8% | 1,836 | +53.8% | 0.06% | +48.8% |
| Q2 2017 | $62,000 | 0.0% | 1,194 | -0.1% | 0.04% | -2.3% |
| Q1 2017 | $62,000 | +1.6% | 1,195 | +0.1% | 0.04% | -2.2% |
| Q4 2016 | $61,000 | -4.7% | 1,194 | 0.0% | 0.04% | -6.2% |
| Q3 2016 | $64,000 | 0.0% | 1,194 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $64,000 | – | 1,194 | – | 0.05% | – |
Download | ||||||
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% |