SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -96.1% | 228 | -96.0% | 0.00% | – |
| Q1 2021 | $309,000 | -66.8% | 5,726 | -65.5% | 0.00% | -100.0% |
| Q4 2020 | $930,000 | +237.0% | 16,587 | +237.6% | 0.00% | – |
| Q3 2020 | $276,000 | -88.5% | 4,913 | -88.5% | 0.00% | -100.0% |
| Q2 2020 | $2,409,000 | -29.8% | 42,833 | -32.2% | 0.00% | -33.3% |
| Q1 2020 | $3,430,000 | +958.6% | 63,208 | +938.9% | 0.00% | – |
| Q4 2019 | $324,000 | +33.9% | 6,084 | +34.6% | 0.00% | – |
| Q3 2019 | $242,000 | +536.8% | 4,520 | +528.7% | 0.00% | – |
| Q2 2019 | $38,000 | -92.9% | 719 | -93.0% | 0.00% | – |
| Q1 2019 | $535,000 | -39.2% | 10,320 | -40.7% | 0.00% | -100.0% |
| Q4 2018 | $880,000 | +1296.8% | 17,410 | +1291.7% | 0.00% | – |
| Q3 2018 | $63,000 | -84.7% | 1,251 | -84.6% | 0.00% | – |
| Q2 2018 | $411,000 | -2.8% | 8,126 | -2.2% | 0.00% | – |
| Q1 2018 | $423,000 | – | 8,308 | – | 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% |