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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,073 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,361,000 | -5.3% | 300 | 0.0% | 0.01% | +22.2% |
| Q1 2022 | $15,171,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $16,170,000 | -0.7% | 300 | 0.0% | 0.01% | -18.2% |
| Q3 2021 | $16,278,000 | -3.2% | 300 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $16,809,000 | -0.1% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $16,824,000 | -0.3% | 300 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $16,872,000 | +3.6% | 300 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $16,281,000 | +1.6% | 300 | 0.0% | 0.02% | +50.0% |
| Q4 2019 | $16,029,000 | -0.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,155,000 | – | 300 | – | 0.01% | – |
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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% |