SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,077,761 | -6.0% | 69,585 | -1.9% | 0.08% | -4.7% |
| Q2 2023 | $3,272,865 | -5.2% | 70,903 | -3.7% | 0.09% | -12.2% |
| Q1 2023 | $3,453,308 | +98061.1% | 73,616 | -4.5% | 0.10% | -3.0% |
| Q4 2022 | $3,518 | -99.9% | 77,068 | -50.1% | 0.10% | -53.2% |
| Q3 2022 | $6,996,000 | -61.6% | 154,411 | -59.4% | 0.22% | -57.9% |
| Q2 2022 | $18,210,000 | -13.2% | 380,405 | -8.3% | 0.51% | +0.8% |
| Q1 2022 | $20,975,000 | -11.5% | 414,763 | -5.6% | 0.51% | -9.4% |
| Q4 2021 | $23,689,000 | -7.7% | 439,504 | -7.1% | 0.56% | -15.2% |
| Q3 2021 | $25,679,000 | -13.3% | 473,245 | -12.7% | 0.66% | -14.2% |
| Q2 2021 | $29,604,000 | +3.2% | 542,188 | +2.0% | 0.77% | -2.4% |
| Q1 2021 | $28,684,000 | +2.1% | 531,670 | +6.0% | 0.79% | -12.5% |
| Q4 2020 | $28,099,000 | +3.7% | 501,496 | +3.8% | 0.90% | -15.9% |
| Q3 2020 | $27,090,000 | +1.6% | 483,061 | +1.8% | 1.08% | -3.6% |
| Q2 2020 | $26,676,000 | +4.7% | 474,325 | +1.0% | 1.12% | -5.3% |
| Q1 2020 | $25,481,000 | -1.3% | 469,521 | -2.8% | 1.18% | +22.8% |
| Q4 2019 | $25,812,000 | +3.4% | 483,096 | +4.2% | 0.96% | -11.8% |
| Q3 2019 | $24,958,000 | +5.2% | 463,469 | +3.6% | 1.09% | +2.3% |
| Q2 2019 | $23,720,000 | +12.6% | 447,537 | +10.3% | 1.06% | +11.3% |
| Q1 2019 | $21,058,000 | +8.2% | 405,894 | +5.5% | 0.96% | +2.1% |
| Q4 2018 | $19,458,000 | -4.8% | 384,638 | -5.2% | 0.94% | +18.9% |
| Q3 2018 | $20,433,000 | +2.1% | 405,568 | +2.6% | 0.79% | -9.4% |
| Q2 2018 | $20,013,000 | -7.8% | 395,189 | -7.1% | 0.87% | -11.0% |
| Q1 2018 | $21,695,000 | +12.3% | 425,224 | +14.5% | 0.98% | -5.3% |
| Q4 2017 | $19,327,000 | -1.2% | 371,386 | -0.6% | 1.03% | -9.1% |
| Q3 2017 | $19,571,000 | +23.6% | 373,785 | +23.3% | 1.13% | +10.5% |
| Q2 2017 | $15,834,000 | +11.4% | 303,029 | +10.4% | 1.03% | +6.5% |
| Q1 2017 | $14,219,000 | +4.9% | 274,556 | +4.3% | 0.96% | -2.6% |
| Q4 2016 | $13,559,000 | – | 263,275 | – | 0.99% | – |
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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% |