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 2023 | $448,179 | +5.5% | 9,613 | +0.1% | 0.13% | -0.7% |
| Q3 2023 | $424,650 | -19.0% | 9,601 | -15.5% | 0.14% | -19.6% |
| Q2 2023 | $524,488 | +221.6% | 11,362 | +226.1% | 0.17% | +205.5% |
| Q1 2023 | $163,066 | +0.8% | 3,484 | -1.7% | 0.06% | -6.8% |
| Q4 2022 | $161,778 | +92.6% | 3,544 | +90.5% | 0.06% | +78.8% |
| Q3 2022 | $84,000 | -4.5% | 1,860 | +0.6% | 0.03% | +3.1% |
| Q2 2022 | $88,000 | -26.7% | 1,848 | -22.4% | 0.03% | -15.8% |
| Q1 2022 | $120,000 | -6.2% | 2,382 | +0.3% | 0.04% | -9.5% |
| Q4 2021 | $128,000 | 0.0% | 2,374 | +0.7% | 0.04% | -6.7% |
| Q3 2021 | $128,000 | -9.9% | 2,357 | -9.4% | 0.04% | -15.1% |
| Q2 2021 | $142,000 | +3.6% | 2,602 | +2.6% | 0.05% | +6.0% |
| Q1 2021 | $137,000 | +61.2% | 2,537 | +65.6% | 0.05% | +47.1% |
| Q4 2020 | $85,000 | +10.4% | 1,532 | +10.4% | 0.03% | 0.0% |
| Q3 2020 | $77,000 | +22.2% | 1,388 | +23.4% | 0.03% | +17.2% |
| Q2 2020 | $63,000 | +5.0% | 1,125 | +0.4% | 0.03% | -9.4% |
| Q1 2020 | $60,000 | +1.7% | 1,121 | +0.3% | 0.03% | +6.7% |
| Q4 2019 | $59,000 | 0.0% | 1,118 | +0.4% | 0.03% | +7.1% |
| Q3 2019 | $59,000 | +5.4% | 1,113 | +5.1% | 0.03% | +7.7% |
| Q2 2019 | $56,000 | -39.1% | 1,059 | +11.8% | 0.03% | +30.0% |
| Q1 2019 | $92,000 | +318.2% | 947 | +114.7% | 0.02% | +100.0% |
| Q4 2018 | $22,000 | +4.8% | 441 | +0.9% | 0.01% | +11.1% |
| Q3 2018 | $21,000 | 0.0% | 437 | +0.9% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | – | 433 | – | 0.01% | – |
Download | ||||||
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% |