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 | $136,576 | +65.7% | 3,088 | +73.0% | 0.00% | -20.0% |
| Q2 2023 | $82,403 | -1.3% | 1,785 | +0.3% | 0.01% | -16.7% |
| Q1 2023 | $83,455 | +3.0% | 1,779 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $81,031 | -7.9% | 1,775 | -8.7% | 0.01% | -25.0% |
| Q3 2022 | $88,000 | +31.3% | 1,944 | +39.3% | 0.01% | +60.0% |
| Q2 2022 | $67,000 | -11.8% | 1,396 | -7.5% | 0.01% | 0.0% |
| Q1 2022 | $76,000 | +1.3% | 1,510 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | -6.2% | 1,396 | -5.3% | 0.01% | -16.7% |
| Q3 2021 | $80,000 | +300.0% | 1,474 | +309.4% | 0.01% | +200.0% |
| Q2 2021 | $20,000 | +5.3% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -5.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +100.0% | 360 | +94.6% | 0.00% | +100.0% |
| Q3 2020 | $10,000 | -9.1% | 185 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -38.9% | 194 | -40.5% | 0.00% | -66.7% |
| Q1 2020 | $18,000 | – | 326 | – | 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% |