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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,385,000 | +2.1% | 42,403 | -1.5% | 0.34% | -16.1% |
| Q1 2020 | $2,336,000 | -3.6% | 43,040 | -5.1% | 0.41% | +16.8% |
| Q4 2019 | $2,424,000 | +11.9% | 45,369 | +12.7% | 0.35% | +4.1% |
| Q3 2019 | $2,167,000 | +1.0% | 40,240 | -0.6% | 0.34% | -3.7% |
| Q2 2019 | $2,146,000 | +13.2% | 40,492 | +10.8% | 0.35% | +7.3% |
| Q1 2019 | $1,896,000 | -1.4% | 36,540 | -3.9% | 0.33% | -4.1% |
| Q4 2018 | $1,923,000 | +4.2% | 38,009 | +2.5% | 0.34% | +10.0% |
| Q3 2018 | $1,845,000 | +18.3% | 37,077 | +20.5% | 0.31% | +14.8% |
| Q2 2018 | $1,559,000 | +9.1% | 30,780 | +9.9% | 0.27% | +3.8% |
| Q1 2018 | $1,429,000 | -3.7% | 28,011 | -1.8% | 0.26% | -7.1% |
| Q4 2017 | $1,484,000 | +8.2% | 28,521 | +9.0% | 0.28% | +4.1% |
| Q3 2017 | $1,371,000 | +30.1% | 26,176 | +29.8% | 0.27% | +2.7% |
| Q2 2017 | $1,054,000 | +8.0% | 20,174 | +7.0% | 0.26% | +0.4% |
| Q1 2017 | $976,000 | +20.2% | 18,854 | +19.5% | 0.26% | +11.5% |
| Q4 2016 | $812,000 | +155.3% | 15,771 | +158.2% | 0.23% | +129.4% |
| Q3 2016 | $318,000 | +12.4% | 6,108 | +15.9% | 0.10% | +10.9% |
| Q2 2016 | $283,000 | +1.4% | 5,272 | -0.0% | 0.09% | 0.0% |
| Q1 2016 | $279,000 | +6.5% | 5,274 | +3.5% | 0.09% | 0.0% |
| Q4 2015 | $262,000 | -17.6% | 5,094 | -16.6% | 0.09% | -9.8% |
| Q3 2015 | $318,000 | +9.3% | 6,108 | +8.5% | 0.10% | +17.2% |
| Q2 2015 | $291,000 | +15.5% | 5,629 | +18.1% | 0.09% | +14.5% |
| Q1 2015 | $252,000 | -2.7% | 4,766 | -3.8% | 0.08% | -5.0% |
| Q4 2014 | $259,000 | -4.8% | 4,955 | -5.6% | 0.08% | -24.5% |
| Q3 2014 | $272,000 | +4.2% | 5,247 | +4.3% | 0.11% | +2.9% |
| Q2 2014 | $261,000 | – | 5,033 | – | 0.10% | – |
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% |