SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,920,000 | -2.1% | 34,265 | -2.0% | 0.86% | -12.8% |
| Q3 2020 | $1,961,000 | +1.2% | 34,970 | -2.0% | 0.98% | -29.1% |
| Q1 2020 | $1,937,000 | -28.5% | 35,696 | -29.6% | 1.38% | -13.7% |
| Q3 2019 | $2,710,000 | -14.3% | 50,673 | -15.1% | 1.60% | -20.1% |
| Q2 2019 | $3,161,000 | -21.6% | 59,688 | -25.1% | 2.01% | -34.3% |
| Q4 2018 | $4,031,000 | -13.4% | 79,679 | -14.0% | 3.06% | +3.4% |
| Q3 2018 | $4,655,000 | -10.4% | 92,629 | -9.7% | 2.96% | -19.1% |
| Q2 2018 | $5,196,000 | -20.4% | 102,604 | -19.8% | 3.65% | -24.0% |
| Q1 2018 | $6,525,000 | -2.2% | 127,995 | -0.1% | 4.81% | -4.1% |
| Q4 2017 | $6,669,000 | – | 128,142 | – | 5.01% | – |
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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% |