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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,661,272 | +7.5% | 308,869 | +12.2% | 0.01% | +10.0% |
| Q2 2023 | $12,711,932 | +4.1% | 275,388 | +5.8% | 0.01% | -9.1% |
| Q1 2023 | $12,209,969 | +636.2% | 260,285 | +616.4% | 0.01% | +450.0% |
| Q4 2022 | $1,658,514 | +633.9% | 36,331 | +668.9% | 0.00% | – |
| Q2 2022 | $226,000 | +7.6% | 4,725 | +21.0% | 0.00% | – |
| Q4 2021 | $210,000 | -13.6% | 3,905 | -13.0% | 0.00% | – |
| Q3 2021 | $243,000 | +0.4% | 4,486 | +3.9% | 0.00% | – |
| Q4 2020 | $242,000 | -19.6% | 4,318 | -19.6% | 0.00% | – |
| Q3 2020 | $301,000 | +43.3% | 5,369 | +38.7% | 0.00% | – |
| Q1 2020 | $210,000 | -20.5% | 3,871 | -25.8% | 0.00% | – |
| Q4 2018 | $264,000 | -67.1% | 5,219 | -67.4% | 0.00% | -100.0% |
| Q3 2018 | $803,000 | -11.7% | 15,990 | -10.9% | 0.00% | -50.0% |
| Q2 2018 | $909,000 | -3.1% | 17,942 | -2.4% | 0.00% | 0.0% |
| Q1 2018 | $938,000 | +51.3% | 18,376 | +54.3% | 0.00% | +100.0% |
| Q4 2017 | $620,000 | +27.8% | 11,912 | +28.5% | 0.00% | 0.0% |
| Q3 2017 | $485,000 | +71.4% | 9,270 | +71.0% | 0.00% | 0.0% |
| Q2 2017 | $283,000 | – | 5,420 | – | 0.00% | – |
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% |