SVB Investment Services Inc. - SCHWAB STRATEGIC TR ownership

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
SVB Investment Services Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$234,000
-2.1%
4,169
-2.1%
0.18%
-10.3%
Q3 2020$239,000
+18.9%
4,260
+1.5%
0.20%
+10.3%
Q2 2020$201,000
-53.8%
4,198
-47.6%
0.18%
-51.2%
Q1 2020$435,000
-6.9%
8,014
-8.3%
0.38%
-14.9%
Q4 2019$467,0008,7350.44%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,136,465$59,505,00032.80%
OGOREK ANTHONY JOSEPH /NY/ /ADV 264,880$13,869,00013.53%
TOTAL INVESTMENT MANAGEMENT INC 566,127$29,642,00010.22%
Alliance Wealth Management Group 767,178$40,164,00010.22%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 254,988$13,351,0009.38%
Avantax Planning Partners, Inc. 2,220,790$116,281,0009.16%
Live Your Vision, LLC 479,696$25,117,0008.94%
Friedenthal Financial 161,992$8,482,0007.63%
Krilogy Financial LLC 526,388$27,562,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders