SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $882,000 | +1.7% | 16,248 | +2.3% | 0.12% | +1.6% |
Q2 2021 | $867,000 | -0.7% | 15,882 | -1.8% | 0.12% | -7.5% |
Q1 2021 | $873,000 | -2.3% | 16,174 | +1.3% | 0.13% | -8.3% |
Q4 2020 | $894,000 | -1.0% | 15,959 | -0.9% | 0.14% | -12.1% |
Q3 2020 | $903,000 | +1.2% | 16,109 | +1.6% | 0.16% | -7.3% |
Q2 2020 | $892,000 | +5.2% | 15,854 | +1.5% | 0.18% | -13.6% |
Q1 2020 | $848,000 | +4.2% | 15,623 | +2.6% | 0.21% | +39.2% |
Q4 2019 | $814,000 | -7.0% | 15,234 | -6.2% | 0.15% | -14.0% |
Q3 2019 | $875,000 | +1.9% | 16,243 | +0.2% | 0.17% | -0.6% |
Q2 2019 | $859,000 | +1.8% | 16,210 | -0.4% | 0.17% | -1.1% |
Q1 2019 | $844,000 | +5.1% | 16,268 | +2.5% | 0.18% | -5.9% |
Q4 2018 | $803,000 | +2.7% | 15,874 | +2.0% | 0.19% | +16.2% |
Q3 2018 | $782,000 | -0.5% | 15,569 | +0.3% | 0.16% | -0.6% |
Q2 2018 | $786,000 | +0.5% | 15,526 | +1.3% | 0.16% | -3.6% |
Q1 2018 | $782,000 | +0.4% | 15,329 | +2.4% | 0.17% | +2.5% |
Q4 2017 | $779,000 | -1.8% | 14,969 | -1.2% | 0.16% | -6.9% |
Q3 2017 | $793,000 | -7.1% | 15,147 | -7.3% | 0.18% | -9.3% |
Q2 2017 | $854,000 | -11.8% | 16,347 | -12.5% | 0.19% | -17.2% |
Q1 2017 | $968,000 | +5.2% | 18,683 | +4.6% | 0.23% | -5.3% |
Q4 2016 | $920,000 | +30.3% | 17,855 | +35.7% | 0.25% | +28.1% |
Q3 2016 | $706,000 | +44.1% | 13,155 | +44.3% | 0.19% | +41.2% |
Q2 2016 | $490,000 | – | 9,119 | – | 0.14% | – |
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% |