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 2021 | $119,000 | 0.0% | 2,188 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $119,000 | +0.8% | 2,188 | 0.0% | 0.01% | -27.8% |
Q1 2021 | $118,000 | +637.5% | 2,188 | +659.7% | 0.02% | +500.0% |
Q4 2020 | $16,000 | -30.4% | 288 | -28.7% | 0.00% | -40.0% |
Q3 2020 | $23,000 | +1050.0% | 404 | +1054.3% | 0.01% | – |
Q2 2020 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% |
Q1 2020 | $2,000 | -95.5% | 35 | -95.6% | 0.00% | -90.0% |
Q4 2019 | $44,000 | – | 804 | – | 0.01% | – |
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% |