SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 331 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531 | -4.3% | 11,998 | -0.2% | 0.02% | 0.0% |
| Q2 2023 | $555 | -10.6% | 12,028 | -9.1% | 0.02% | -15.8% |
| Q1 2023 | $621 | +2.8% | 13,228 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $604 | -99.9% | 13,228 | -0.1% | 0.02% | -10.0% |
| Q3 2022 | $600,000 | -13.8% | 13,243 | -8.9% | 0.02% | -9.1% |
| Q2 2022 | $696,000 | -5.4% | 14,543 | -0.0% | 0.02% | 0.0% |
| Q1 2022 | $736,000 | -6.1% | 14,546 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $784,000 | -13.6% | 14,546 | -13.0% | 0.02% | -20.7% |
| Q3 2021 | $907,000 | -0.7% | 16,721 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $913,000 | -2.6% | 16,721 | -3.7% | 0.03% | -3.3% |
| Q1 2021 | $937,000 | -0.7% | 17,361 | +3.1% | 0.03% | -6.2% |
| Q4 2020 | $944,000 | -16.9% | 16,841 | -16.9% | 0.03% | -27.3% |
| Q3 2020 | $1,136,000 | -2.7% | 20,259 | -2.3% | 0.04% | -8.3% |
| Q2 2020 | $1,167,000 | -10.8% | 20,744 | -14.0% | 0.05% | -21.3% |
| Q1 2020 | $1,309,000 | -11.0% | 24,124 | -12.3% | 0.06% | +13.0% |
| Q4 2019 | $1,470,000 | -24.4% | 27,506 | -23.8% | 0.05% | -27.0% |
| Q3 2019 | $1,944,000 | -21.1% | 36,094 | -22.4% | 0.07% | -24.5% |
| Q2 2019 | $2,465,000 | -4.7% | 46,514 | -6.7% | 0.10% | -10.1% |
| Q1 2019 | $2,587,000 | +17.0% | 49,857 | +14.0% | 0.11% | +5.8% |
| Q4 2018 | $2,212,000 | +39.0% | 43,724 | +38.1% | 0.10% | +53.7% |
| Q3 2018 | $1,591,000 | +35.5% | 31,669 | +36.6% | 0.07% | +21.8% |
| Q2 2018 | $1,174,000 | +208.9% | 23,190 | +211.6% | 0.06% | +205.6% |
| Q1 2018 | $380,000 | – | 7,442 | – | 0.02% | – |
Download | ||||||
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% |