SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 161 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $340,000 | -19.4% | 6,504 | -20.8% | 0.33% | +247.4% |
| Q1 2017 | $422,000 | -30.5% | 8,216 | -30.0% | 0.10% | -29.6% |
| Q4 2016 | $607,000 | -25.3% | 11,733 | -22.6% | 0.14% | +36.4% |
| Q3 2016 | $813,000 | +23.4% | 15,152 | +22.9% | 0.10% | +11.2% |
| Q2 2016 | $659,000 | -24.4% | 12,327 | -27.0% | 0.09% | -23.3% |
| Q4 2015 | $872,000 | -68.2% | 16,876 | -67.9% | 0.12% | -68.7% |
| Q3 2015 | $2,738,000 | +8.8% | 52,504 | +7.9% | 0.37% | +14.2% |
| Q2 2015 | $2,516,000 | – | 48,682 | +147.2% | 0.32% | – |
| Q1 2015 | $0 | -100.0% | 19,693 | -30.2% | 0.00% | -100.0% |
| Q4 2014 | $1,475,000 | +46.8% | 28,206 | +45.7% | 0.22% | +66.7% |
| Q3 2014 | $1,005,000 | +31.4% | 19,364 | +28.4% | 0.14% | +43.6% |
| Q2 2014 | $765,000 | – | 15,086 | – | 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% |