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 | $9,657 | -6.7% | 218,346 | -2.7% | 0.04% | -4.3% |
| Q2 2023 | $10,355 | -17.3% | 224,338 | -15.9% | 0.05% | -23.0% |
| Q1 2023 | $12,519 | -8.6% | 266,881 | -11.1% | 0.06% | -14.1% |
| Q4 2022 | $13,704 | -99.9% | 300,196 | +5.1% | 0.07% | -2.7% |
| Q3 2022 | $12,939,000 | -4.7% | 285,572 | +0.7% | 0.07% | 0.0% |
| Q2 2022 | $13,575,000 | -5.3% | 283,587 | +0.1% | 0.07% | +10.6% |
| Q1 2022 | $14,330,000 | +37.7% | 283,365 | +46.7% | 0.07% | +40.4% |
| Q4 2021 | $10,408,000 | +1.3% | 193,094 | +2.0% | 0.05% | -7.8% |
| Q3 2021 | $10,275,000 | +0.9% | 189,373 | +1.6% | 0.05% | +4.1% |
| Q2 2021 | $10,180,000 | +37.8% | 186,456 | +36.2% | 0.05% | +22.5% |
| Q1 2021 | $7,386,000 | -5.8% | 136,907 | -2.1% | 0.04% | -13.0% |
| Q4 2020 | $7,838,000 | -8.9% | 139,884 | -8.8% | 0.05% | -20.7% |
| Q3 2020 | $8,603,000 | -48.0% | 153,411 | -47.9% | 0.06% | -53.2% |
| Q2 2020 | $16,546,000 | -4.9% | 294,208 | -8.3% | 0.12% | -25.7% |
| Q1 2020 | $17,406,000 | -29.2% | 320,726 | -30.3% | 0.17% | -12.1% |
| Q4 2019 | $24,586,000 | -9.6% | 460,160 | -8.8% | 0.19% | -20.5% |
| Q3 2019 | $27,185,000 | -0.6% | 504,829 | -2.2% | 0.24% | -4.8% |
| Q2 2019 | $27,354,000 | -14.3% | 516,119 | -16.1% | 0.25% | -17.7% |
| Q1 2019 | $31,909,000 | -8.6% | 615,056 | -10.8% | 0.30% | -21.0% |
| Q4 2018 | $34,893,000 | +18.6% | 689,722 | +17.8% | 0.39% | +37.4% |
| Q3 2018 | $29,421,000 | +4.7% | 585,488 | +5.5% | 0.28% | -5.4% |
| Q2 2018 | $28,091,000 | +15.7% | 554,720 | +16.5% | 0.30% | +8.4% |
| Q1 2018 | $24,283,000 | +16.6% | 475,959 | +18.9% | 0.27% | +11.8% |
| Q4 2017 | $20,834,000 | +24.5% | 400,355 | +25.3% | 0.24% | +8.9% |
| Q3 2017 | $16,736,000 | +20.4% | 319,636 | +20.1% | 0.22% | +10.3% |
| Q2 2017 | $13,905,000 | +3.4% | 266,120 | +2.5% | 0.20% | -11.3% |
| Q1 2017 | $13,446,000 | -10.5% | 259,626 | -11.0% | 0.23% | -18.4% |
| Q4 2016 | $15,028,000 | +11.2% | 291,814 | +15.8% | 0.28% | +12.4% |
| Q3 2016 | $13,519,000 | +32.6% | 251,895 | +32.8% | 0.25% | +16.2% |
| Q2 2016 | $10,192,000 | -57.3% | 189,717 | -58.0% | 0.22% | -59.9% |
| Q1 2016 | $23,842,000 | +2113.7% | 451,375 | +2059.3% | 0.54% | +2056.0% |
| Q4 2015 | $1,077,000 | -63.9% | 20,904 | -63.4% | 0.02% | -70.9% |
| Q3 2015 | $2,982,000 | +435.4% | 57,192 | +431.6% | 0.09% | +473.3% |
| Q2 2015 | $557,000 | -26.0% | 10,759 | -24.4% | 0.02% | -28.6% |
| Q1 2015 | $753,000 | -14.6% | 14,232 | -15.5% | 0.02% | -22.2% |
| Q4 2014 | $882,000 | +270.6% | 16,836 | +265.9% | 0.03% | +285.7% |
| Q3 2014 | $238,000 | -64.8% | 4,601 | -64.7% | 0.01% | -70.8% |
| Q2 2014 | $677,000 | – | 13,047 | – | 0.02% | – |
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% |