SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 131 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -16.7% | 87 | -26.9% | 0.00% | -25.0% |
| Q2 2017 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -62.5% | 119 | -62.7% | 0.00% | -60.0% |
| Q4 2016 | $16,000 | +166.7% | 319 | +187.4% | 0.01% | +150.0% |
| Q3 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 111 | +246.9% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 32 | – | 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% |