SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,582,000 | -6.6% | 85,086 | -8.1% | 0.49% | -5.6% |
| Q2 2019 | $4,905,000 | +10.4% | 92,543 | +8.1% | 0.52% | -50.4% |
| Q1 2019 | $4,442,000 | -26.1% | 85,613 | -28.0% | 1.04% | -28.4% |
| Q4 2018 | $6,012,000 | -21.8% | 118,839 | -22.3% | 1.46% | -3.8% |
| Q3 2018 | $7,690,000 | -8.6% | 153,039 | -7.9% | 1.51% | -10.0% |
| Q2 2018 | $8,415,000 | +1.3% | 166,167 | +2.0% | 1.68% | -3.4% |
| Q1 2018 | $8,309,000 | -2.2% | 162,852 | -0.3% | 1.74% | +4.6% |
| Q4 2017 | $8,499,000 | -3.3% | 163,317 | -2.7% | 1.66% | +4.7% |
| Q3 2017 | $8,785,000 | -1.3% | 167,776 | -1.5% | 1.59% | -1.1% |
| Q2 2017 | $8,897,000 | -4.3% | 170,268 | -5.2% | 1.61% | +13.8% |
| Q1 2017 | $9,297,000 | +8.4% | 179,522 | +12.4% | 1.41% | +23.5% |
| Q3 2016 | $8,574,000 | -23.2% | 159,756 | -23.1% | 1.14% | -17.8% |
| Q2 2016 | $11,160,000 | -11.8% | 207,747 | -13.3% | 1.39% | -9.7% |
| Q1 2016 | $12,652,000 | +3.7% | 239,531 | +1.1% | 1.54% | +23.1% |
| Q4 2015 | $12,202,000 | -17.1% | 236,969 | -16.1% | 1.25% | -15.5% |
| Q3 2015 | $14,719,000 | -15.3% | 282,306 | -16.0% | 1.48% | -0.5% |
| Q2 2015 | $17,384,000 | -4.4% | 336,061 | -2.2% | 1.49% | -1.3% |
| Q1 2015 | $18,176,000 | +10.4% | 343,535 | +9.2% | 1.51% | +10.4% |
| Q4 2014 | $16,468,000 | +0.4% | 314,516 | -0.7% | 1.37% | +2.9% |
| Q3 2014 | $16,403,000 | – | 316,856 | – | 1.33% | – |
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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% |