SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -0.5% | 3,987 | +0.4% | 0.06% | -5.0% |
| Q3 2021 | $216,000 | 0.0% | 3,973 | +0.3% | 0.06% | +3.4% |
| Q2 2021 | $216,000 | +1.4% | 3,962 | +0.3% | 0.06% | -1.7% |
| Q1 2021 | $213,000 | -3.6% | 3,951 | +0.2% | 0.06% | -9.2% |
| Q4 2020 | $221,000 | +0.5% | 3,944 | +0.4% | 0.06% | -14.5% |
| Q3 2020 | $220,000 | 0.0% | 3,928 | +0.2% | 0.08% | -2.6% |
| Q2 2020 | $220,000 | -53.2% | 3,920 | -54.7% | 0.08% | -66.5% |
| Q1 2020 | $470,000 | -98.2% | 8,655 | -98.2% | 0.23% | -97.4% |
| Q4 2019 | $25,666,000 | +0.3% | 478,309 | +0.6% | 9.00% | -2.7% |
| Q3 2019 | $25,594,000 | +1.8% | 475,284 | +0.2% | 9.25% | +7.3% |
| Q2 2019 | $25,149,000 | -0.1% | 474,516 | -2.2% | 8.61% | +9.4% |
| Q1 2019 | $25,172,000 | +1358.4% | 485,199 | +1322.5% | 7.88% | +1119.3% |
| Q4 2018 | $1,726,000 | – | 34,110 | – | 0.65% | – |
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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% |