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 2023 | $3,353 | +1.7% | 75,798 | +6.1% | 0.54% | -2.9% |
| Q2 2023 | $3,297 | +8.6% | 71,422 | +10.3% | 0.56% | 0.0% |
| Q1 2023 | $3,036 | -0.1% | 64,728 | -2.8% | 0.56% | -8.0% |
| Q4 2022 | $3,040 | -99.9% | 66,584 | -46.0% | 0.61% | -48.7% |
| Q3 2022 | $5,584,000 | -48.1% | 123,236 | -45.2% | 1.19% | -38.9% |
| Q2 2022 | $10,766,000 | -13.5% | 224,907 | -8.6% | 1.94% | -1.5% |
| Q1 2022 | $12,444,000 | -15.5% | 246,069 | -9.9% | 1.97% | -3.7% |
| Q4 2021 | $14,727,000 | -0.2% | 273,228 | +0.5% | 2.05% | -9.1% |
| Q3 2021 | $14,752,000 | +2.8% | 271,875 | +3.4% | 2.25% | -12.6% |
| Q2 2021 | $14,355,000 | +11.8% | 262,907 | +10.5% | 2.58% | +23.9% |
| Q1 2021 | $12,838,000 | +7.1% | 237,962 | +11.2% | 2.08% | +4.6% |
| Q4 2020 | $11,987,000 | +11.1% | 213,937 | +11.2% | 1.99% | -1.0% |
| Q3 2020 | $10,785,000 | +10.7% | 192,323 | +11.0% | 2.01% | -4.4% |
| Q2 2020 | $9,745,000 | -1.5% | 173,267 | -4.9% | 2.10% | -17.3% |
| Q1 2020 | $9,892,000 | -2.0% | 182,273 | -3.5% | 2.54% | +33.4% |
| Q4 2019 | $10,093,000 | +26.8% | 188,895 | +27.8% | 1.90% | +7.9% |
| Q3 2019 | $7,961,000 | +323.5% | 147,846 | +316.9% | 1.76% | +140.7% |
| Q2 2019 | $1,880,000 | +1.3% | 35,465 | -0.9% | 0.73% | +5.5% |
| Q1 2019 | $1,856,000 | +10.0% | 35,771 | +7.2% | 0.70% | -9.4% |
| Q4 2018 | $1,688,000 | +19.4% | 33,366 | +18.6% | 0.77% | +28.7% |
| Q3 2018 | $1,414,000 | -10.9% | 28,138 | -10.2% | 0.60% | -14.5% |
| Q2 2018 | $1,587,000 | -21.5% | 31,343 | -20.9% | 0.70% | -22.3% |
| Q1 2018 | $2,021,000 | +13.1% | 39,609 | +15.3% | 0.90% | +19.0% |
| Q4 2017 | $1,787,000 | +34.4% | 34,340 | +35.2% | 0.75% | +25.7% |
| Q3 2017 | $1,330,000 | +4.6% | 25,401 | +4.4% | 0.60% | -4.0% |
| Q2 2017 | $1,271,000 | +4.3% | 24,323 | +3.3% | 0.62% | +2.0% |
| Q1 2017 | $1,219,000 | – | 23,537 | – | 0.61% | – |
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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% |