SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,354,588 | -6.0% | 30,626 | -1.9% | 0.26% | -4.5% |
| Q2 2023 | $1,440,700 | -3.4% | 31,211 | -1.8% | 0.27% | -11.6% |
| Q1 2023 | $1,490,659 | -3.7% | 31,777 | -6.3% | 0.30% | -10.6% |
| Q4 2022 | $1,548,311 | -4.0% | 33,917 | -4.7% | 0.34% | -9.4% |
| Q3 2022 | $1,612,000 | -8.0% | 35,579 | -2.8% | 0.37% | -2.1% |
| Q2 2022 | $1,752,000 | -11.1% | 36,602 | -6.0% | 0.38% | +3.5% |
| Q1 2022 | $1,970,000 | -8.4% | 38,952 | -2.3% | 0.37% | -5.6% |
| Q4 2021 | $2,150,000 | -6.8% | 39,887 | -6.2% | 0.39% | -12.5% |
| Q3 2021 | $2,307,000 | -3.5% | 42,518 | -2.9% | 0.45% | -2.4% |
| Q2 2021 | $2,390,000 | -3.0% | 43,779 | -4.2% | 0.46% | -10.2% |
| Q1 2021 | $2,464,000 | -7.0% | 45,680 | -3.4% | 0.51% | -13.6% |
| Q4 2020 | $2,649,000 | -10.6% | 47,278 | -10.5% | 0.59% | -21.3% |
| Q3 2020 | $2,963,000 | -6.0% | 52,834 | -5.8% | 0.75% | -14.2% |
| Q2 2020 | $3,153,000 | -15.9% | 56,067 | -18.8% | 0.87% | -28.5% |
| Q1 2020 | $3,747,000 | -12.9% | 69,035 | -14.3% | 1.22% | +10.4% |
| Q4 2019 | $4,304,000 | -23.0% | 80,556 | -22.4% | 1.11% | -24.8% |
| Q3 2019 | $5,591,000 | -7.7% | 103,823 | -9.1% | 1.47% | -9.6% |
| Q2 2019 | $6,056,000 | -10.9% | 114,263 | -12.8% | 1.63% | -14.6% |
| Q1 2019 | $6,796,000 | -7.0% | 130,985 | -9.4% | 1.91% | -19.7% |
| Q4 2018 | $7,311,000 | -5.9% | 144,524 | -6.5% | 2.37% | +5.4% |
| Q3 2018 | $7,767,000 | -4.3% | 154,569 | -3.5% | 2.25% | -6.6% |
| Q2 2018 | $8,115,000 | -1.3% | 160,251 | -0.5% | 2.41% | -6.6% |
| Q1 2018 | $8,219,000 | +2.8% | 161,092 | +4.9% | 2.58% | +2.7% |
| Q4 2017 | $7,992,000 | -0.3% | 153,577 | +0.3% | 2.52% | -4.9% |
| Q3 2017 | $8,013,000 | +31.0% | 153,044 | +30.8% | 2.64% | +28.3% |
| Q2 2017 | $6,116,000 | +12912.8% | 117,049 | +12833.6% | 2.06% | +12023.5% |
| Q1 2017 | $47,000 | – | 905 | – | 0.02% | – |
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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% |