SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $288,823 | -1.3% | 6,182 | -2.6% | 0.21% | -1.8% |
Q4 2022 | $292,628 | +2.7% | 6,347 | -0.9% | 0.22% | +1.9% |
Q3 2022 | $285,000 | -23.2% | 6,402 | -17.1% | 0.21% | -20.5% |
Q2 2022 | $371,000 | -14.5% | 7,723 | -10.4% | 0.27% | -3.9% |
Q1 2022 | $434,000 | -2.3% | 8,623 | +2.7% | 0.28% | 0.0% |
Q4 2021 | $444,000 | +10.2% | 8,393 | +13.0% | 0.28% | -0.4% |
Q3 2021 | $403,000 | -14.4% | 7,426 | -13.7% | 0.28% | -13.0% |
Q2 2021 | $471,000 | -5.4% | 8,609 | -6.7% | 0.32% | -12.0% |
Q1 2021 | $498,000 | +4.6% | 9,223 | +8.5% | 0.37% | -7.3% |
Q4 2020 | $476,000 | +5.5% | 8,500 | +5.8% | 0.40% | -11.2% |
Q3 2020 | $451,000 | +46.4% | 8,037 | +46.9% | 0.44% | +41.7% |
Q2 2020 | $308,000 | +33.9% | 5,470 | +29.8% | 0.31% | +12.9% |
Q1 2020 | $230,000 | -5.3% | 4,213 | -7.2% | 0.28% | +24.1% |
Q4 2019 | $243,000 | -5.8% | 4,539 | -5.4% | 0.22% | -2.6% |
Q3 2019 | $258,000 | +14.7% | 4,799 | +10.3% | 0.23% | +8.5% |
Q1 2019 | $225,000 | +2.3% | 4,351 | 0.0% | 0.21% | -13.1% |
Q4 2018 | $220,000 | -13.7% | 4,351 | -14.4% | 0.24% | +4.7% |
Q3 2018 | $255,000 | -3.4% | 5,081 | -2.4% | 0.23% | -9.3% |
Q2 2018 | $264,000 | – | 5,206 | – | 0.26% | – |
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% |