SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 116 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $205,000 | -0.5% | 3,832 | 0.0% | 0.09% | -9.4% |
| Q3 2019 | $206,000 | -46.1% | 3,832 | -46.8% | 0.10% | -47.0% |
| Q2 2019 | $382,000 | +2.1% | 7,207 | 0.0% | 0.18% | -1.6% |
| Q1 2019 | $374,000 | -44.0% | 7,207 | -45.4% | 0.18% | -51.3% |
| Q4 2018 | $668,000 | -93.3% | 13,198 | -93.3% | 0.38% | -91.8% |
| Q3 2018 | $9,931,000 | -25.9% | 197,636 | -25.3% | 4.60% | -28.1% |
| Q2 2018 | $13,401,000 | -2.7% | 264,628 | -2.0% | 6.40% | -2.7% |
| Q1 2018 | $13,774,000 | +4.4% | 269,966 | +6.5% | 6.58% | +4.1% |
| Q4 2017 | $13,191,000 | +3.1% | 253,477 | +3.7% | 6.32% | -1.4% |
| Q3 2017 | $12,793,000 | +2.8% | 244,334 | +2.6% | 6.41% | -2.7% |
| Q2 2017 | $12,444,000 | -0.6% | 238,167 | -1.5% | 6.59% | -9.0% |
| Q1 2017 | $12,525,000 | -0.5% | 241,844 | -1.1% | 7.24% | -7.9% |
| Q4 2016 | $12,589,000 | +44.8% | 244,443 | +50.8% | 7.87% | +47.3% |
| Q3 2016 | $8,697,000 | +20.1% | 162,048 | +20.3% | 5.34% | +15.9% |
| Q2 2016 | $7,239,000 | +3.0% | 134,745 | +1.2% | 4.61% | +0.2% |
| Q1 2016 | $7,030,000 | +10.1% | 133,094 | +7.3% | 4.60% | +6.2% |
| Q4 2015 | $6,388,000 | +114.1% | 124,034 | +116.8% | 4.33% | +102.8% |
| Q3 2015 | $2,984,000 | +1.3% | 57,223 | +0.5% | 2.14% | +6.1% |
| Q2 2015 | $2,945,000 | +70.1% | 56,925 | +74.0% | 2.02% | +67.1% |
| Q1 2015 | $1,731,000 | +8.6% | 32,721 | +7.5% | 1.21% | +4.7% |
| Q4 2014 | $1,594,000 | – | 30,450 | – | 1.15% | – |
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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% |