SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $210,000 | +1.9% | 3,845 | +0.9% | 0.02% | -5.9% |
Q1 2021 | $206,000 | -3.3% | 3,810 | +0.4% | 0.02% | -5.6% |
Q4 2020 | $213,000 | +3.4% | 3,796 | +3.2% | 0.02% | -5.3% |
Q3 2020 | $206,000 | +2.5% | 3,679 | +3.1% | 0.02% | -5.0% |
Q2 2020 | $201,000 | -11.8% | 3,570 | -16.3% | 0.02% | -9.1% |
Q4 2019 | $228,000 | 0.0% | 4,264 | +0.9% | 0.02% | -12.0% |
Q3 2019 | $228,000 | +0.9% | 4,227 | -1.1% | 0.02% | +4.2% |
Q2 2019 | $226,000 | +2.7% | 4,272 | +0.8% | 0.02% | +4.3% |
Q1 2019 | $220,000 | – | 4,240 | – | 0.02% | – |
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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% |