SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,270,810 | -14.4% | 27,090 | -16.7% | 0.07% | -23.3% |
| Q4 2022 | $1,485,126 | -4.6% | 32,533 | -5.3% | 0.09% | -14.3% |
| Q3 2022 | $1,557,000 | -7.7% | 34,347 | -2.5% | 0.10% | -7.1% |
| Q2 2022 | $1,687,000 | +15.7% | 35,237 | +22.2% | 0.11% | +28.4% |
| Q1 2022 | $1,458,000 | +1275.5% | 28,846 | +1366.5% | 0.09% | +1157.1% |
| Q4 2021 | $106,000 | -5.4% | 1,967 | -4.6% | 0.01% | -12.5% |
| Q3 2021 | $112,000 | -7.4% | 2,061 | -8.2% | 0.01% | -20.0% |
| Q1 2021 | $121,000 | -87.7% | 2,244 | -87.2% | 0.01% | -88.6% |
| Q4 2020 | $986,000 | +130.9% | 17,583 | +126.5% | 0.09% | +203.4% |
| Q3 2020 | $427,000 | +202.8% | 7,763 | +209.0% | 0.03% | +61.1% |
| Q2 2020 | $141,000 | -48.2% | 2,512 | -49.8% | 0.02% | -62.5% |
| Q1 2020 | $272,000 | -76.4% | 5,008 | -76.8% | 0.05% | -67.1% |
| Q4 2019 | $1,152,000 | +487.8% | 21,554 | +451.7% | 0.15% | +371.0% |
| Q3 2018 | $196,000 | -92.2% | 3,907 | -91.9% | 0.03% | -94.4% |
| Q4 2017 | $2,512,000 | +55.2% | 48,274 | +56.1% | 0.55% | +45.1% |
| Q3 2017 | $1,619,000 | – | 30,928 | – | 0.38% | – |
Download | ||||||
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% |