SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,347 | +22.5% | 6,881 | +27.9% | 0.03% | +23.8% |
| Q2 2023 | $248,386 | -3.8% | 5,381 | -2.2% | 0.02% | -12.5% |
| Q1 2023 | $258,146 | +2.8% | 5,503 | 0.0% | 0.02% | -7.7% |
| Q4 2022 | $251,212 | -50.6% | 5,503 | -51.0% | 0.03% | -10.3% |
| Q3 2022 | $509,000 | -5.7% | 11,226 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $540,000 | -21.5% | 11,226 | -17.5% | 0.03% | -6.1% |
| Q1 2022 | $688,000 | +73.7% | 13,606 | +85.5% | 0.03% | -15.4% |
| Q4 2021 | $396,000 | -4.8% | 7,335 | -3.8% | 0.04% | -9.3% |
| Q2 2021 | $416,000 | +0.2% | 7,624 | -1.0% | 0.04% | -23.2% |
| Q1 2021 | $415,000 | -2.8% | 7,699 | +1.1% | 0.06% | -11.1% |
| Q4 2020 | $427,000 | -1.8% | 7,619 | -1.7% | 0.06% | -11.3% |
| Q3 2020 | $435,000 | -0.2% | 7,751 | 0.0% | 0.07% | -10.1% |
| Q2 2020 | $436,000 | +3.6% | 7,751 | 0.0% | 0.08% | -18.6% |
| Q1 2020 | $421,000 | -6.7% | 7,751 | -8.2% | 0.10% | +42.6% |
| Q4 2019 | $451,000 | -3.0% | 8,443 | -1.7% | 0.07% | -29.9% |
| Q3 2019 | $465,000 | +0.9% | 8,593 | -0.9% | 0.10% | +59.0% |
| Q2 2019 | $461,000 | +17.0% | 8,669 | +14.5% | 0.06% | -30.7% |
| Q1 2019 | $394,000 | -2.2% | 7,569 | -5.1% | 0.09% | -18.5% |
| Q4 2018 | $403,000 | – | 7,978 | – | 0.11% | – |
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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% |