SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $435,000 | -8.0% | 9,607 | -0.3% | 0.20% | +6.8% |
| Q2 2022 | $473,000 | -14.5% | 9,640 | -11.8% | 0.19% | -5.4% |
| Q1 2022 | $553,000 | -38.4% | 10,933 | -34.4% | 0.20% | -37.1% |
| Q4 2021 | $898,000 | -11.3% | 16,660 | -10.6% | 0.32% | -14.6% |
| Q3 2021 | $1,012,000 | +1.2% | 18,644 | +1.8% | 0.38% | +1.1% |
| Q2 2021 | $1,000,000 | +12.9% | 18,320 | +11.6% | 0.37% | +21.2% |
| Q1 2021 | $886,000 | +18.1% | 16,416 | +22.6% | 0.31% | +4.4% |
| Q4 2020 | $750,000 | +12.8% | 13,393 | +13.0% | 0.29% | -2.3% |
| Q3 2020 | $665,000 | – | 11,854 | – | 0.30% | – |
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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% |