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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $362,000 | +0.6% | 6,454 | +0.6% | 0.16% | -11.8% |
| Q3 2020 | $360,000 | +2.9% | 6,418 | +3.2% | 0.19% | -4.1% |
| Q2 2020 | $350,000 | +12.9% | 6,220 | +9.5% | 0.19% | +1.0% |
| Q1 2020 | $310,000 | +6.5% | 5,679 | +4.1% | 0.19% | +62.7% |
| Q4 2019 | $291,000 | +0.7% | 5,453 | +1.8% | 0.12% | +2.6% |
| Q3 2019 | $289,000 | +2.1% | 5,359 | 0.0% | 0.12% | +4.5% |
| Q2 2019 | $283,000 | +2.5% | 5,359 | 0.0% | 0.11% | -1.8% |
| Q1 2019 | $276,000 | – | 5,359 | – | 0.11% | – |
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% |