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 2023 | $49,158 | +2357.9% | 1,111 | +2609.8% | 0.00% | – |
| Q3 2022 | $2,000 | -88.9% | 41 | -89.4% | 0.00% | – |
| Q2 2022 | $18,000 | -53.8% | 385 | -50.4% | 0.00% | – |
| Q1 2022 | $39,000 | -63.6% | 776 | -61.1% | 0.00% | – |
| Q4 2021 | $107,000 | -29.1% | 1,995 | -28.3% | 0.00% | – |
| Q3 2021 | $151,000 | +71.6% | 2,784 | +72.1% | 0.00% | – |
| Q2 2021 | $88,000 | +528.6% | 1,618 | +508.3% | 0.00% | – |
| Q1 2021 | $14,000 | -91.2% | 266 | -90.7% | 0.00% | – |
| Q4 2020 | $160,000 | -6.4% | 2,848 | -6.8% | 0.00% | – |
| Q3 2020 | $171,000 | +106.0% | 3,056 | +108.2% | 0.00% | – |
| Q2 2020 | $83,000 | -21.0% | 1,468 | -24.3% | 0.00% | – |
| Q1 2020 | $105,000 | +138.6% | 1,940 | +137.2% | 0.00% | – |
| Q4 2019 | $44,000 | +528.6% | 818 | +505.9% | 0.00% | – |
| Q3 2019 | $7,000 | – | 135 | +13400.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |