CBIZ Investment Advisory Services, LLC - SCHWAB STRATEGIC TR ownership

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
CBIZ Investment Advisory Services, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$30,000
-73.2%
62
-96.9%
0.00%
-75.0%
Q3 2020$112,000
+9.8%
1,992
+9.6%
0.01%
+9.1%
Q2 2020$102,000
-27.1%
1,817
-29.5%
0.01%
-38.9%
Q1 2020$140,000
+1.4%
2,5790.0%0.02%
+20.0%
Q4 2019$138,0002,5790.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,138,139$59,229,00030.24%
Dragon Financial & Investment Group, LLC 428,533$22,301,00019.78%
COOPER/HAIMS ADVISORS, LLC 290,579$15,122,00014.00%
Live Your Vision, LLC 707,730$36,504,00012.23%
OGOREK ANTHONY JOSEPH /NY/ /ADV 270,609$14,082,00011.53%
Alliance Wealth Management Group 444,714$23,142,00011.47%
Mokosak Advisory Group, LLC 259,714$13,507,00010.46%
Avantax Planning Partners, Inc. 2,156,326$112,215,00010.27%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 299,050$15,563,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders