SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $1,411,000 | -0.6% | 26,001 | 0.0% | 0.47% | +5.4% |
Q2 2021 | $1,420,000 | +1.2% | 26,001 | 0.0% | 0.44% | +1.1% |
Q1 2021 | $1,403,000 | -3.7% | 26,001 | 0.0% | 0.44% | -2.2% |
Q4 2020 | $1,457,000 | -0.1% | 26,001 | 0.0% | 0.45% | +0.2% |
Q3 2020 | $1,458,000 | -64.0% | 26,001 | -63.9% | 0.45% | -59.6% |
Q2 2020 | $4,051,000 | +58.9% | 72,037 | +53.4% | 1.10% | +49.5% |
Q1 2020 | $2,549,000 | -32.4% | 46,972 | -33.4% | 0.74% | -11.4% |
Q4 2019 | $3,770,000 | -17.4% | 70,561 | -16.7% | 0.83% | -27.3% |
Q3 2019 | $4,564,000 | +37.8% | 84,755 | +35.6% | 1.15% | +61.3% |
Q2 2019 | $3,312,000 | -5.7% | 62,499 | -7.7% | 0.71% | -7.5% |
Q1 2019 | $3,513,000 | -19.9% | 67,709 | -21.9% | 0.77% | -23.1% |
Q4 2018 | $4,385,000 | -71.1% | 86,686 | -71.3% | 1.00% | -73.4% |
Q3 2018 | $15,181,000 | -0.5% | 302,113 | +0.3% | 3.76% | -5.2% |
Q2 2018 | $15,256,000 | -2.6% | 301,274 | -1.9% | 3.97% | -2.1% |
Q1 2018 | $15,669,000 | – | 307,117 | – | 4.05% | – |
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% |