SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 42 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $45,533,000 | -10.6% | 884,148 | -12.0% | 13.81% | -19.3% |
| Q4 2018 | $50,915,000 | +40.6% | 1,004,249 | +39.4% | 17.12% | +48.6% |
| Q3 2018 | $36,202,000 | +1.7% | 720,442 | +2.5% | 11.52% | -2.3% |
| Q2 2018 | $35,588,000 | -3.4% | 702,769 | -3.4% | 11.80% | -5.3% |
| Q1 2018 | $36,824,000 | +0.9% | 727,309 | +2.8% | 12.46% | +1.8% |
| Q4 2017 | $36,504,000 | +45.3% | 707,730 | +47.5% | 12.23% | +36.8% |
| Q3 2017 | $25,117,000 | +3.1% | 479,696 | +3.1% | 8.94% | -1.6% |
| Q2 2017 | $24,363,000 | +8.1% | 465,293 | +6.9% | 9.08% | +2.9% |
| Q1 2017 | $22,545,000 | +8.3% | 435,318 | +7.7% | 8.83% | -0.2% |
| Q4 2016 | $20,823,000 | +55.0% | 404,337 | +61.5% | 8.84% | +54.0% |
| Q3 2016 | $13,437,000 | -1.4% | 250,361 | -1.3% | 5.74% | -7.6% |
| Q2 2016 | $13,622,000 | +3.9% | 253,579 | +2.2% | 6.21% | +0.0% |
| Q1 2016 | $13,108,000 | +70.3% | 248,160 | +66.0% | 6.21% | +67.9% |
| Q4 2015 | $7,698,000 | +46.3% | 149,467 | +48.1% | 3.70% | +49.4% |
| Q3 2015 | $5,262,000 | +8.2% | 100,921 | +6.7% | 2.48% | +9.8% |
| Q2 2015 | $4,864,000 | +3.3% | 94,549 | +6.2% | 2.26% | +0.8% |
| Q1 2015 | $4,709,000 | +41.3% | 88,999 | +41.0% | 2.24% | +34.8% |
| Q4 2014 | $3,333,000 | -8.5% | 63,107 | -9.2% | 1.66% | -13.6% |
| Q3 2014 | $3,644,000 | +5.2% | 69,480 | +4.1% | 1.92% | +5.9% |
| Q2 2014 | $3,465,000 | +163.5% | 66,772 | +159.6% | 1.82% | +161.2% |
| Q1 2014 | $1,315,000 | +8.1% | 25,724 | +6.3% | 0.70% | +3.6% |
| Q4 2013 | $1,217,000 | +70.7% | 24,205 | +72.6% | 0.67% | +63.3% |
| Q3 2013 | $713,000 | +17.5% | 14,027 | +16.2% | 0.41% | +13.2% |
| Q2 2013 | $607,000 | – | 12,074 | – | 0.36% | – |
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% |