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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,221,000 | +152.8% | 25,501 | +167.2% | 0.54% | +143.5% |
| Q1 2022 | $483,000 | -26.1% | 9,545 | -21.3% | 0.22% | -15.2% |
| Q4 2021 | $654,000 | -10.4% | 12,133 | -9.9% | 0.26% | -23.8% |
| Q3 2021 | $730,000 | -8.1% | 13,459 | -7.4% | 0.34% | -7.8% |
| Q2 2021 | $794,000 | -20.8% | 14,537 | -21.7% | 0.37% | -27.7% |
| Q1 2021 | $1,002,000 | -4.4% | 18,572 | -0.7% | 0.52% | -25.3% |
| Q4 2020 | $1,048,000 | +32.0% | 18,710 | +32.2% | 0.69% | +9.3% |
| Q3 2020 | $794,000 | +58.5% | 14,157 | +59.0% | 0.63% | +52.5% |
| Q2 2020 | $501,000 | +131.9% | 8,901 | +123.5% | 0.42% | +88.6% |
| Q1 2020 | $216,000 | – | 3,982 | – | 0.22% | – |
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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% |