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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,478,408 | -9.8% | 33,479 | -7.6% | 0.36% | -4.8% |
| Q2 2023 | $1,638,647 | +378.8% | 36,229 | +398.0% | 0.38% | +384.6% |
| Q1 2023 | $342,209 | +1674.8% | 7,275 | +1623.9% | 0.08% | +1850.0% |
| Q4 2022 | $19,282 | +1.5% | 422 | +1.0% | 0.00% | -20.0% |
| Q3 2022 | $19,000 | -20.8% | 418 | -14.9% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | -4.0% | 491 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -93.2% | 488 | -92.8% | 0.01% | -92.8% |
| Q4 2021 | $366,000 | -31.1% | 6,800 | -30.6% | 0.07% | -33.0% |
| Q3 2021 | $531,000 | -1.1% | 9,797 | -0.3% | 0.10% | -2.8% |
| Q2 2021 | $537,000 | +50.8% | 9,827 | +49.1% | 0.11% | +32.5% |
| Q1 2021 | $356,000 | -0.3% | 6,591 | +3.4% | 0.08% | -7.0% |
| Q3 2020 | $357,000 | +3.8% | 6,373 | +4.1% | 0.09% | -3.4% |
| Q2 2020 | $344,000 | +4.9% | 6,124 | +1.2% | 0.09% | -3.3% |
| Q1 2020 | $328,000 | +241.7% | 6,053 | +236.8% | 0.09% | +300.0% |
| Q4 2019 | $96,000 | – | 1,797 | – | 0.02% | – |
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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% |