SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 229 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,521,000 | +11.7% | 196,837 | +12.5% | 0.07% | +1.5% |
| Q3 2019 | $9,417,000 | +12.8% | 174,909 | +11.0% | 0.06% | +8.3% |
| Q2 2019 | $8,346,000 | +2.9% | 157,518 | +0.6% | 0.06% | -3.2% |
| Q1 2019 | $8,113,000 | +32.8% | 156,553 | +29.7% | 0.06% | +12.7% |
| Q4 2018 | $6,109,000 | +15.7% | 120,695 | +14.9% | 0.06% | +25.0% |
| Q3 2018 | $5,278,000 | +5.3% | 105,069 | +6.9% | 0.04% | -6.4% |
| Q2 2018 | $5,014,000 | 0.0% | 98,280 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $5,014,000 | +1.2% | 98,280 | +3.3% | 0.05% | 0.0% |
| Q4 2017 | $4,954,000 | +67.8% | 95,183 | +68.7% | 0.05% | +46.9% |
| Q3 2017 | $2,953,000 | +321.3% | 56,408 | +320.4% | 0.03% | +300.0% |
| Q2 2017 | $701,000 | -62.6% | 13,417 | -63.0% | 0.01% | -66.7% |
| Q1 2017 | $1,876,000 | -45.2% | 36,217 | -45.5% | 0.02% | -50.0% |
| Q4 2016 | $3,424,000 | +1.3% | 66,486 | +5.6% | 0.05% | -5.9% |
| Q3 2016 | $3,379,000 | +44.3% | 62,952 | +44.4% | 0.05% | +37.8% |
| Q2 2016 | $2,342,000 | +14.6% | 43,588 | +12.6% | 0.04% | +2.8% |
| Q1 2016 | $2,044,000 | -25.1% | 38,696 | -27.0% | 0.04% | -28.0% |
| Q4 2015 | $2,730,000 | +516.3% | 53,012 | +524.7% | 0.05% | +455.6% |
| Q3 2015 | $443,000 | +266.1% | 8,486 | +262.3% | 0.01% | +350.0% |
| Q2 2015 | $121,000 | +34.4% | 2,342 | +38.3% | 0.00% | 0.0% |
| Q1 2015 | $90,000 | +100.0% | 1,693 | +98.9% | 0.00% | +100.0% |
| Q4 2014 | $45,000 | +80.0% | 851 | +73.3% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 491 | – | 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% |