SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $84,000 | -86.3% | 1,586 | -86.6% | 0.00% | -85.7% |
| Q1 2019 | $614,000 | -54.7% | 11,797 | -55.7% | 0.02% | -61.1% |
| Q4 2018 | $1,355,000 | -91.9% | 26,657 | -92.0% | 0.05% | -90.6% |
| Q3 2018 | $16,734,000 | -0.6% | 331,949 | +0.1% | 0.57% | -9.8% |
| Q2 2018 | $16,837,000 | -2.7% | 331,611 | -2.0% | 0.64% | -4.8% |
| Q1 2018 | $17,302,000 | +8178.5% | 338,315 | +8360.0% | 0.67% | +8237.5% |
| Q4 2017 | $209,000 | -4.6% | 3,999 | -3.1% | 0.01% | -11.1% |
| Q3 2017 | $219,000 | -30.7% | 4,126 | -31.5% | 0.01% | -35.7% |
| Q2 2017 | $316,000 | -70.6% | 6,021 | -69.9% | 0.01% | -76.7% |
| Q2 2016 | $1,074,000 | -44.0% | 19,993 | -45.0% | 0.06% | -43.9% |
| Q1 2016 | $1,917,000 | +77.0% | 36,326 | +73.0% | 0.11% | +91.1% |
| Q4 2015 | $1,083,000 | – | 21,003 | – | 0.06% | – |
Download | ||||||
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% |