SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,917 | -40.2% | 7,820 | -37.6% | 0.01% | -38.1% |
| Q2 2023 | $578,154 | +7.1% | 12,525 | +8.8% | 0.02% | -4.5% |
| Q1 2023 | $540,075 | +9.1% | 11,513 | +6.2% | 0.02% | +4.8% |
| Q4 2022 | $494,892 | -0.8% | 10,841 | -1.6% | 0.02% | -12.5% |
| Q3 2022 | $499,000 | +35.2% | 11,020 | +42.9% | 0.02% | +41.2% |
| Q2 2022 | $369,000 | +4.8% | 7,714 | +10.8% | 0.02% | +30.8% |
| Q1 2022 | $352,000 | -9.7% | 6,959 | -3.9% | 0.01% | 0.0% |
| Q4 2021 | $390,000 | -10.1% | 7,239 | -9.4% | 0.01% | -18.8% |
| Q3 2021 | $434,000 | -21.9% | 7,991 | -21.6% | 0.02% | -23.8% |
| Q2 2021 | $556,000 | -7.3% | 10,190 | -8.4% | 0.02% | -16.0% |
| Q1 2021 | $600,000 | -8.1% | 11,122 | -4.5% | 0.02% | -13.8% |
| Q4 2020 | $653,000 | -3.0% | 11,650 | -2.9% | 0.03% | -14.7% |
| Q3 2020 | $673,000 | +14.5% | 11,995 | +14.6% | 0.03% | 0.0% |
| Q2 2020 | $588,000 | -16.2% | 10,463 | -19.1% | 0.03% | -30.6% |
| Q1 2020 | $702,000 | +11.4% | 12,929 | +9.7% | 0.05% | +36.1% |
| Q4 2019 | $630,000 | +0.3% | 11,789 | +1.0% | 0.04% | -10.0% |
| Q3 2019 | $628,000 | +3.0% | 11,668 | +1.4% | 0.04% | 0.0% |
| Q2 2019 | $610,000 | +3.7% | 11,503 | +1.5% | 0.04% | 0.0% |
| Q1 2019 | $588,000 | +5.6% | 11,338 | +3.0% | 0.04% | -23.1% |
| Q4 2018 | $557,000 | -39.6% | 11,012 | -40.6% | 0.05% | -31.6% |
| Q3 2018 | $922,000 | -25.6% | 18,540 | -24.3% | 0.08% | -19.1% |
| Q2 2018 | $1,239,000 | -4.6% | 24,478 | -5.0% | 0.09% | -13.8% |
| Q1 2018 | $1,299,000 | -10.0% | 25,755 | -8.9% | 0.11% | -14.8% |
| Q4 2017 | $1,443,000 | -1.2% | 28,275 | +1.1% | 0.13% | -25.1% |
| Q3 2017 | $1,461,000 | +6.5% | 27,975 | +6.8% | 0.17% | +2.4% |
| Q2 2017 | $1,372,000 | -8.3% | 26,195 | -9.3% | 0.17% | -9.7% |
| Q1 2017 | $1,496,000 | +23.1% | 28,885 | +23.2% | 0.18% | +14.2% |
| Q4 2016 | $1,215,000 | +43.8% | 23,445 | +47.6% | 0.16% | +32.8% |
| Q3 2016 | $845,000 | +148.5% | 15,880 | +151.1% | 0.12% | +154.2% |
| Q2 2016 | $340,000 | – | 6,325 | – | 0.05% | – |
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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% |