SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $235,000 | -46.7% | 4,675 | -44.5% | 0.06% | -48.4% |
Q3 2017 | $441,000 | +8.9% | 8,425 | +8.7% | 0.12% | +5.1% |
Q2 2017 | $405,000 | +8.0% | 7,750 | +6.9% | 0.12% | +3.5% |
Q1 2017 | $375,000 | +0.5% | 7,250 | 0.0% | 0.11% | -0.9% |
Q4 2016 | $373,000 | -4.1% | 7,250 | 0.0% | 0.12% | -8.7% |
Q3 2016 | $389,000 | 0.0% | 7,250 | 0.0% | 0.13% | -4.5% |
Q2 2016 | $389,000 | +1.6% | 7,250 | 0.0% | 0.13% | +2.3% |
Q1 2016 | $383,000 | +7.3% | 7,250 | +4.7% | 0.13% | +4.0% |
Q4 2015 | $357,000 | -1.1% | 6,925 | 0.0% | 0.12% | -3.1% |
Q3 2015 | $361,000 | +9.1% | 6,925 | +8.2% | 0.13% | +21.9% |
Q2 2015 | $331,000 | -2.4% | 6,400 | 0.0% | 0.10% | -3.7% |
Q1 2015 | $339,000 | +1.2% | 6,400 | 0.0% | 0.11% | +0.9% |
Q4 2014 | $335,000 | +1.2% | 6,400 | 0.0% | 0.11% | -6.9% |
Q3 2014 | $331,000 | -0.3% | 6,400 | 0.0% | 0.12% | +6.4% |
Q2 2014 | $332,000 | +6.8% | 6,400 | +5.3% | 0.11% | +1.9% |
Q1 2014 | $311,000 | +11.1% | 6,075 | +9.0% | 0.11% | +21.6% |
Q4 2013 | $280,000 | -1.1% | 5,575 | 0.0% | 0.09% | -4.3% |
Q3 2013 | $283,000 | +11.9% | 5,575 | +11.5% | 0.09% | +5.7% |
Q2 2013 | $253,000 | – | 5,000 | – | 0.09% | – |
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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% |