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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $173,559 | -4.2% | 3,924 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $181,132 | -1.6% | 3,924 | 0.0% | 0.05% | -4.2% |
| Q1 2023 | $184,075 | +2.8% | 3,924 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $179,131 | +0.6% | 3,924 | 0.0% | 0.05% | -12.7% |
| Q3 2022 | $178,000 | -5.3% | 3,924 | 0.0% | 0.06% | -3.5% |
| Q2 2022 | $188,000 | -8.7% | 3,924 | -3.8% | 0.06% | -1.7% |
| Q1 2022 | $206,000 | -6.4% | 4,077 | 0.0% | 0.06% | -13.4% |
| Q4 2021 | $220,000 | -0.5% | 4,077 | 0.0% | 0.07% | -10.7% |
| Q3 2021 | $221,000 | -0.9% | 4,077 | -0.2% | 0.08% | -2.6% |
| Q2 2021 | $223,000 | +1.4% | 4,087 | 0.0% | 0.08% | -7.2% |
| Q1 2021 | $220,000 | -21.1% | 4,087 | -18.0% | 0.08% | -24.5% |
| Q4 2020 | $279,000 | +4.1% | 4,985 | +4.4% | 0.11% | -15.4% |
| Q3 2020 | $268,000 | -11.8% | 4,777 | -11.5% | 0.13% | -15.0% |
| Q2 2020 | $304,000 | -7.9% | 5,400 | -11.2% | 0.15% | -25.7% |
| Q1 2020 | $330,000 | +1.5% | 6,082 | 0.0% | 0.21% | +37.3% |
| Q4 2019 | $325,000 | -0.9% | 6,082 | 0.0% | 0.15% | -9.6% |
| Q3 2019 | $328,000 | +14.7% | 6,082 | +12.6% | 0.17% | +11.4% |
| Q2 2019 | $286,000 | +2.1% | 5,400 | 0.0% | 0.15% | 0.0% |
| Q1 2019 | $280,000 | – | 5,400 | – | 0.15% | – |
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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% |