SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,883,000 | +8.3% | 36,297 | +5.6% | 0.68% | -6.7% |
| Q4 2018 | $1,739,000 | +6.9% | 34,384 | +6.3% | 0.73% | +24.3% |
| Q3 2018 | $1,626,000 | -0.4% | 32,361 | +0.4% | 0.58% | -8.3% |
| Q2 2018 | $1,632,000 | +2.4% | 32,221 | +3.1% | 0.64% | -4.3% |
| Q1 2018 | $1,594,000 | +7.3% | 31,242 | +9.5% | 0.67% | +50.9% |
| Q4 2017 | $1,485,000 | +1.7% | 28,541 | +2.4% | 0.44% | -5.6% |
| Q3 2017 | $1,460,000 | +1.5% | 27,878 | +1.2% | 0.47% | -1.3% |
| Q2 2017 | $1,439,000 | +11.4% | 27,539 | +10.4% | 0.47% | +7.2% |
| Q1 2017 | $1,292,000 | +27.5% | 24,939 | +26.7% | 0.44% | +16.6% |
| Q4 2016 | $1,013,000 | +5.7% | 19,676 | +10.3% | 0.38% | +4.1% |
| Q3 2016 | $958,000 | +6.1% | 17,845 | +6.2% | 0.36% | +4.3% |
| Q2 2016 | $903,000 | +37.4% | 16,804 | +35.0% | 0.35% | +20.8% |
| Q1 2016 | $657,000 | – | 12,443 | – | 0.29% | – |
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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% |