SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,121,057 | +13.2% | 25,346 | +18.1% | 0.85% | +17.8% |
| Q2 2023 | $990,457 | +2.6% | 21,457 | +4.2% | 0.72% | -1.2% |
| Q1 2023 | $965,805 | -10.6% | 20,588 | -13.0% | 0.73% | -14.1% |
| Q4 2022 | $1,080,421 | -24.1% | 23,667 | -24.7% | 0.85% | -27.8% |
| Q3 2022 | $1,424,000 | -30.7% | 31,419 | -26.9% | 1.18% | -27.4% |
| Q2 2022 | $2,056,000 | -17.7% | 42,956 | -13.0% | 1.63% | -0.7% |
| Q1 2022 | $2,498,000 | -8.8% | 49,393 | -2.8% | 1.64% | -2.7% |
| Q4 2021 | $2,738,000 | -0.3% | 50,792 | +0.4% | 1.68% | -7.7% |
| Q3 2021 | $2,746,000 | +2.3% | 50,612 | +3.0% | 1.82% | +3.7% |
| Q2 2021 | $2,683,000 | +11.2% | 49,146 | +9.9% | 1.76% | -0.3% |
| Q1 2021 | $2,413,000 | -2.0% | 44,730 | +1.8% | 1.76% | -12.7% |
| Q4 2020 | $2,461,000 | -5.7% | 43,928 | -5.6% | 2.02% | -15.9% |
| Q3 2020 | $2,609,000 | +8.8% | 46,528 | +9.1% | 2.40% | +9.8% |
| Q2 2020 | $2,398,000 | -10.2% | 42,639 | -13.4% | 2.19% | -22.3% |
| Q1 2020 | $2,671,000 | -0.6% | 49,213 | -2.2% | 2.82% | +16.0% |
| Q4 2019 | $2,687,000 | +48.0% | 50,298 | +49.3% | 2.43% | +35.3% |
| Q3 2019 | $1,815,000 | +241.8% | 33,696 | +236.1% | 1.79% | +239.8% |
| Q2 2019 | $531,000 | +14.7% | 10,027 | +12.3% | 0.53% | +14.3% |
| Q1 2019 | $463,000 | +3.6% | 8,929 | +1.0% | 0.46% | -4.7% |
| Q4 2018 | $447,000 | -11.3% | 8,838 | -11.8% | 0.48% | +1.7% |
| Q3 2018 | $504,000 | -6.7% | 10,021 | -6.1% | 0.48% | -4.8% |
| Q2 2018 | $540,000 | -26.1% | 10,667 | -25.5% | 0.50% | -25.1% |
| Q1 2018 | $731,000 | +24.5% | 14,319 | +26.9% | 0.67% | +32.2% |
| Q4 2017 | $587,000 | – | 11,284 | – | 0.51% | – |
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% |