SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,004,000 | +28.2% | 19,347 | +25.0% | 0.10% | +15.9% |
| Q4 2018 | $783,000 | +5.2% | 15,477 | +4.5% | 0.08% | +18.8% |
| Q3 2018 | $744,000 | +7.7% | 14,811 | +8.5% | 0.07% | +3.0% |
| Q2 2018 | $691,000 | +8.6% | 13,645 | +9.5% | 0.07% | +4.7% |
| Q1 2018 | $636,000 | +26.9% | 12,458 | +29.3% | 0.06% | +25.5% |
| Q4 2017 | $501,000 | +17.9% | 9,635 | +18.6% | 0.05% | +13.3% |
| Q3 2017 | $425,000 | -2.7% | 8,121 | -2.9% | 0.04% | -6.2% |
| Q2 2017 | $437,000 | +1.6% | 8,367 | +0.7% | 0.05% | 0.0% |
| Q1 2017 | $430,000 | +16.5% | 8,305 | +16.0% | 0.05% | +9.1% |
| Q4 2016 | $369,000 | +5.4% | 7,160 | +9.8% | 0.04% | +2.3% |
| Q3 2016 | $350,000 | +11.5% | 6,520 | +11.4% | 0.04% | +4.9% |
| Q2 2016 | $314,000 | +27.1% | 5,854 | +25.1% | 0.04% | +24.2% |
| Q1 2016 | $247,000 | +22.3% | 4,679 | +20.9% | 0.03% | +10.0% |
| Q3 2015 | $202,000 | +1.0% | 3,869 | +2.2% | 0.03% | +11.1% |
| Q1 2015 | $200,000 | – | 3,785 | – | 0.03% | – |
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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% |