SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
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. | 1,138,139 | $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% |