SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,881,032 | -20.3% | 41,206 | -20.9% | 0.15% | -27.0% |
| Q3 2022 | $2,361,000 | -33.2% | 52,106 | -29.4% | 0.21% | -31.0% |
| Q2 2022 | $3,534,000 | +30.4% | 73,824 | +37.7% | 0.31% | +45.0% |
| Q1 2022 | $2,711,000 | -20.9% | 53,610 | -15.7% | 0.21% | -18.5% |
| Q4 2021 | $3,427,000 | -34.2% | 63,574 | -33.8% | 0.26% | -38.9% |
| Q3 2021 | $5,208,000 | -1.7% | 95,986 | -1.0% | 0.42% | -1.9% |
| Q2 2021 | $5,296,000 | +10.1% | 96,995 | +8.8% | 0.43% | +1.9% |
| Q1 2021 | $4,811,000 | -52.3% | 89,169 | -51.4% | 0.42% | -6.8% |
| Q4 2020 | $10,096,000 | +35.4% | 183,501 | +38.0% | 0.46% | -39.3% |
| Q3 2020 | $7,458,000 | -2.9% | 132,982 | -2.6% | 0.75% | -8.9% |
| Q2 2020 | $7,678,000 | -25.4% | 136,528 | -28.0% | 0.82% | -37.9% |
| Q1 2020 | $10,294,000 | +50.8% | 189,681 | +48.5% | 1.32% | +75.0% |
| Q4 2019 | $6,825,000 | -33.5% | 127,735 | -33.0% | 0.76% | -38.8% |
| Q3 2019 | $10,263,000 | +22.0% | 190,577 | +20.1% | 1.24% | +23.8% |
| Q2 2019 | $8,409,000 | +159.3% | 158,659 | +153.8% | 1.00% | +166.4% |
| Q1 2019 | $3,243,000 | +5.1% | 62,511 | +2.5% | 0.38% | -6.0% |
| Q4 2018 | $3,085,000 | -32.2% | 60,987 | -32.7% | 0.40% | -26.0% |
| Q3 2018 | $4,551,000 | -4.2% | 90,570 | -3.5% | 0.54% | -8.3% |
| Q2 2018 | $4,753,000 | +4.5% | 93,863 | +5.3% | 0.59% | +3.7% |
| Q1 2018 | $4,550,000 | -49.6% | 89,176 | -48.6% | 0.57% | -47.4% |
| Q4 2017 | $9,029,000 | +0.3% | 173,496 | +0.9% | 1.08% | -3.8% |
| Q3 2017 | $9,003,000 | +1.1% | 171,947 | +0.9% | 1.12% | -1.4% |
| Q2 2017 | $8,908,000 | -3.1% | 170,479 | -4.0% | 1.14% | -4.6% |
| Q1 2017 | $9,194,000 | +1.8% | 177,523 | +1.3% | 1.19% | -14.6% |
| Q4 2016 | $9,029,000 | -0.6% | 175,311 | +3.6% | 1.39% | +2.0% |
| Q3 2016 | $9,080,000 | +26.5% | 169,190 | +26.6% | 1.37% | +22.6% |
| Q2 2016 | $7,178,000 | +672.7% | 133,620 | +659.5% | 1.11% | +642.7% |
| Q1 2016 | $929,000 | – | 17,593 | – | 0.15% | – |
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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% |