SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $305,001 | +50.6% | 6,607 | +53.0% | 0.02% | +36.4% |
Q1 2023 | $202,538 | -1.2% | 4,318 | +6.7% | 0.01% | +10.0% |
Q1 2022 | $205,000 | -8.5% | 4,045 | -2.6% | 0.01% | -9.1% |
Q4 2021 | $224,000 | +1.8% | 4,151 | +2.6% | 0.01% | 0.0% |
Q3 2021 | $220,000 | 0.0% | 4,046 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $220,000 | -45.8% | 4,033 | -46.3% | 0.01% | -54.2% |
Q1 2021 | $406,000 | -6.7% | 7,517 | -3.2% | 0.02% | -11.1% |
Q4 2020 | $435,000 | -2.0% | 7,767 | -2.0% | 0.03% | -12.9% |
Q3 2020 | $444,000 | +9.4% | 7,923 | +9.7% | 0.03% | -6.1% |
Q2 2020 | $406,000 | +3.8% | 7,223 | +0.2% | 0.03% | -19.5% |
Q1 2020 | $391,000 | +1.8% | 7,206 | +0.3% | 0.04% | 0.0% |
Q4 2019 | $384,000 | +4.9% | 7,188 | +5.8% | 0.04% | -4.7% |
Q3 2019 | $366,000 | 0.0% | 6,793 | -1.5% | 0.04% | 0.0% |
Q2 2019 | $366,000 | -12.6% | 6,898 | -14.6% | 0.04% | -15.7% |
Q1 2019 | $419,000 | +4.8% | 8,078 | +2.1% | 0.05% | -12.1% |
Q4 2018 | $400,000 | +2.8% | 7,910 | +2.1% | 0.06% | +20.8% |
Q3 2018 | $389,000 | -0.5% | 7,747 | +0.4% | 0.05% | -4.0% |
Q2 2018 | $391,000 | +51.0% | 7,716 | +51.9% | 0.05% | +38.9% |
Q1 2018 | $259,000 | 0.0% | 5,078 | +2.2% | 0.04% | +16.1% |
Q4 2017 | $259,000 | 0.0% | 4,970 | +0.4% | 0.03% | -6.1% |
Q3 2017 | $259,000 | +0.4% | 4,951 | +0.4% | 0.03% | -8.3% |
Q2 2017 | $258,000 | – | 4,932 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |