SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $216,000 | -6.9% | 4,005 | -6.5% | 0.01% | -14.3% |
| Q3 2021 | $232,000 | -6.1% | 4,282 | -5.5% | 0.01% | 0.0% |
| Q2 2021 | $247,000 | +5.6% | 4,530 | +4.3% | 0.01% | 0.0% |
| Q1 2021 | $234,000 | -10.0% | 4,343 | -6.3% | 0.01% | -22.2% |
| Q4 2020 | $260,000 | -53.8% | 4,635 | -53.8% | 0.01% | -57.1% |
| Q3 2020 | $563,000 | +0.4% | 10,043 | +0.6% | 0.02% | -4.5% |
| Q2 2020 | $561,000 | +29.0% | 9,980 | +24.4% | 0.02% | 0.0% |
| Q1 2020 | $435,000 | +17.6% | 8,024 | +15.9% | 0.02% | +46.7% |
| Q4 2019 | $370,000 | -0.8% | 6,925 | -0.1% | 0.02% | -6.2% |
| Q3 2019 | $373,000 | 0.0% | 6,931 | -1.5% | 0.02% | -5.9% |
| Q2 2019 | $373,000 | +7.5% | 7,040 | +5.3% | 0.02% | -32.0% |
| Q1 2019 | $347,000 | +58.4% | 6,685 | +54.5% | 0.02% | +47.1% |
| Q4 2018 | $219,000 | -2.2% | 4,326 | -2.7% | 0.02% | +6.2% |
| Q3 2018 | $224,000 | -0.4% | 4,448 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $225,000 | +114.3% | 4,439 | +119.8% | 0.02% | +77.8% |
| Q1 2017 | $105,000 | – | 2,020 | – | 0.01% | – |
Download | ||||||
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% |