SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 229 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,139,996 | -10.7% | 25,774 | -6.8% | 0.20% | -4.9% |
| Q2 2023 | $1,276,936 | -1.9% | 27,663 | -0.3% | 0.21% | -3.3% |
| Q1 2023 | $1,301,906 | -2.6% | 27,753 | -5.2% | 0.21% | -2.7% |
| Q4 2022 | $1,336,872 | +1.4% | 29,285 | +0.6% | 0.22% | -3.9% |
| Q3 2022 | $1,319,000 | -15.1% | 29,102 | -10.3% | 0.23% | -6.9% |
| Q2 2022 | $1,554,000 | -19.1% | 32,455 | -14.5% | 0.24% | -5.8% |
| Q1 2022 | $1,920,000 | -7.1% | 37,976 | -0.9% | 0.26% | -0.4% |
| Q4 2021 | $2,066,000 | +4.9% | 38,334 | +5.6% | 0.26% | +0.8% |
| Q3 2021 | $1,969,000 | -1.5% | 36,288 | -0.9% | 0.26% | -16.5% |
| Q2 2021 | $1,998,000 | +9.9% | 36,602 | +8.6% | 0.31% | +6.5% |
| Q1 2021 | $1,818,000 | -5.9% | 33,706 | -2.3% | 0.29% | -15.9% |
| Q4 2020 | $1,932,000 | +11.2% | 34,485 | +11.3% | 0.35% | +2.7% |
| Q3 2020 | $1,737,000 | +5.7% | 30,976 | +6.0% | 0.34% | +2.4% |
| Q2 2020 | $1,644,000 | +12.8% | 29,228 | +8.8% | 0.33% | +3.1% |
| Q1 2020 | $1,458,000 | -12.6% | 26,859 | -14.0% | 0.32% | +2.2% |
| Q4 2019 | $1,669,000 | +5.4% | 31,235 | +6.3% | 0.31% | -0.3% |
| Q3 2019 | $1,583,000 | +15.5% | 29,393 | +13.6% | 0.31% | +13.8% |
| Q2 2019 | $1,371,000 | +6.4% | 25,874 | +4.1% | 0.28% | -2.8% |
| Q1 2019 | $1,289,000 | +7.1% | 24,852 | +4.4% | 0.28% | +1.4% |
| Q4 2018 | $1,204,000 | +4.8% | 23,804 | +4.1% | 0.28% | +6.5% |
| Q3 2018 | $1,149,000 | -0.6% | 22,858 | +0.1% | 0.26% | -2.6% |
| Q2 2018 | $1,156,000 | +7.1% | 22,824 | +7.9% | 0.27% | +7.6% |
| Q1 2018 | $1,079,000 | +0.8% | 21,156 | +2.8% | 0.25% | +2.5% |
| Q4 2017 | $1,070,000 | +4.6% | 20,570 | +5.3% | 0.24% | -0.4% |
| Q3 2017 | $1,023,000 | -7.6% | 19,541 | -7.7% | 0.24% | -11.2% |
| Q2 2017 | $1,107,000 | +7.5% | 21,180 | +6.5% | 0.28% | +3.8% |
| Q1 2017 | $1,030,000 | +10.2% | 19,882 | +9.5% | 0.27% | +6.4% |
| Q4 2016 | $935,000 | +1.5% | 18,153 | +5.7% | 0.25% | +0.8% |
| Q3 2016 | $921,000 | +21.5% | 17,168 | +21.7% | 0.25% | +17.5% |
| Q2 2016 | $758,000 | +10.3% | 14,106 | +8.5% | 0.21% | +6.6% |
| Q1 2016 | $687,000 | +12.8% | 13,001 | +9.9% | 0.20% | +7.6% |
| Q4 2015 | $609,000 | -1.5% | 11,831 | -0.2% | 0.18% | 0.0% |
| Q3 2015 | $618,000 | +63.5% | 11,851 | +62.1% | 0.18% | +70.4% |
| Q2 2015 | $378,000 | +5.3% | 7,310 | +7.7% | 0.11% | +5.9% |
| Q1 2015 | $359,000 | +36.0% | 6,785 | +34.6% | 0.10% | +34.2% |
| Q4 2014 | $264,000 | – | 5,040 | – | 0.08% | – |
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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% |