Parallel Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Parallel Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,190,919
+28.3%
26,925
+33.9%
0.04%
+33.3%
Q2 2023$927,906
+13.7%
20,101
+15.6%
0.03%
+7.1%
Q1 2023$815,765
+4.6%
17,390
+1.8%
0.03%
-17.6%
Q4 2022$779,930
+7.0%
17,085
+6.2%
0.03%0.0%
Q3 2022$729,000
-18.9%
16,082
-14.3%
0.03%
-17.1%
Q2 2022$899,000
+0.3%
18,772
+5.9%
0.04%
+13.9%
Q1 2022$896,000
-13.6%
17,721
-7.9%
0.04%
-5.3%
Q4 2021$1,037,000
-3.3%
19,234
-2.6%
0.04%
-11.6%
Q3 2021$1,072,000
-22.8%
19,750
-22.3%
0.04%
-27.1%
Q2 2021$1,388,000
-2.5%
25,416
-3.6%
0.06%
-11.9%
Q1 2021$1,423,000
+10.1%
26,377
+14.3%
0.07%
-4.3%
Q4 2020$1,293,000
+21.1%
23,076
+21.2%
0.07%
+6.1%
Q3 2020$1,068,000
+17.2%
19,036
+17.5%
0.07%
+11.9%
Q2 2020$911,000
+7.6%
16,206
+3.7%
0.06%
-14.5%
Q1 2020$847,000
-5.4%
15,625
-6.7%
0.07%
+3.0%
Q4 2019$895,000
-34.3%
16,743
-33.8%
0.07%
-42.7%
Q3 2019$1,363,000
+25.7%
25,308
+23.7%
0.12%
+10.4%
Q2 2019$1,084,000
+10.4%
20,459
+8.1%
0.11%
-3.6%
Q1 2019$982,000
+1209.3%
18,924
+1173.5%
0.11%
+1000.0%
Q4 2018$75,000
+23.0%
1,486
+22.4%
0.01%
+25.0%
Q3 2018$61,000
+3.4%
1,214
+3.1%
0.01%0.0%
Q2 2018$59,000
+51.3%
1,177
+52.9%
0.01%
+33.3%
Q1 2018$39,000
+18.2%
770
+20.3%
0.01%
+20.0%
Q4 2017$33,0000.0%640
+0.6%
0.01%
-16.7%
Q3 2017$33,000
-61.2%
636
-60.8%
0.01%
-62.5%
Q2 2017$85,000
+254.2%
1,623
+241.0%
0.02%
+700.0%
Q1 2017$24,000
+20.0%
476
+22.7%
0.00%
-60.0%
Q4 2016$20,0003880.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,136,465$59,505,00032.80%
OGOREK ANTHONY JOSEPH /NY/ /ADV 264,880$13,869,00013.53%
TOTAL INVESTMENT MANAGEMENT INC 566,127$29,642,00010.22%
Alliance Wealth Management Group 767,178$40,164,00010.22%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 254,988$13,351,0009.38%
Avantax Planning Partners, Inc. 2,220,790$116,281,0009.16%
Live Your Vision, LLC 479,696$25,117,0008.94%
Friedenthal Financial 161,992$8,482,0007.63%
Krilogy Financial LLC 526,388$27,562,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders