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 2022 | $1,000 | -99.1% | 30 | -98.7% | 0.00% | -100.0% |
| Q2 2022 | $115,000 | -70.4% | 2,393 | -68.8% | 0.03% | -66.7% |
| Q1 2022 | $388,000 | -7.6% | 7,673 | -1.6% | 0.08% | -6.7% |
| Q4 2021 | $420,000 | -2.1% | 7,797 | -1.3% | 0.09% | -9.1% |
| Q3 2021 | $429,000 | -9.3% | 7,899 | -6.4% | 0.10% | -29.8% |
| Q2 2021 | $473,000 | +10.5% | 8,441 | +6.4% | 0.14% | +42.4% |
| Q1 2021 | $428,000 | -5.7% | 7,935 | -2.1% | 0.10% | -12.4% |
| Q4 2020 | $454,000 | -4.0% | 8,102 | -4.0% | 0.11% | -19.9% |
| Q3 2020 | $473,000 | -0.2% | 8,441 | +0.2% | 0.14% | -6.0% |
| Q2 2020 | $474,000 | -12.7% | 8,425 | -15.8% | 0.15% | -18.9% |
| Q1 2020 | $543,000 | -0.9% | 10,002 | -2.5% | 0.18% | +17.8% |
| Q4 2019 | $548,000 | +3.0% | 10,255 | +3.9% | 0.16% | -4.8% |
| Q3 2019 | $532,000 | +4.9% | 9,873 | +3.3% | 0.16% | +2.5% |
| Q2 2019 | $507,000 | +47.4% | 9,559 | +44.4% | 0.16% | +42.5% |
| Q1 2019 | $344,000 | +5.5% | 6,622 | +2.6% | 0.11% | -4.2% |
| Q4 2018 | $326,000 | -75.5% | 6,452 | -75.6% | 0.12% | -71.6% |
| Q3 2018 | $1,330,000 | +28.1% | 26,464 | +29.1% | 0.42% | +22.0% |
| Q2 2018 | $1,038,000 | +10.7% | 20,503 | +11.5% | 0.34% | +17.2% |
| Q1 2018 | $938,000 | +8.7% | 18,392 | +10.9% | 0.29% | +1.4% |
| Q4 2017 | $863,000 | +10.1% | 16,577 | +10.7% | 0.29% | +4.7% |
| Q3 2017 | $784,000 | +175.1% | 14,981 | +174.8% | 0.27% | +161.0% |
| Q2 2017 | $285,000 | +79.2% | 5,451 | +78.0% | 0.10% | +64.1% |
| Q1 2017 | $159,000 | -96.3% | 3,063 | +3546.4% | 0.06% | +3100.0% |
| Q4 2016 | $4,314,000 | +143700.0% | 84 | +31.2% | 0.00% | +100.0% |
| Q3 2016 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 64 | +8.5% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | +200.0% | 59 | +156.5% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 23 | +21.1% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 19 | +90.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | – | 10 | – | 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% |