SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,230 | +0.3% | 6,494 | +4.7% | 0.04% | +8.6% |
| Q2 2023 | $286,423 | +5.3% | 6,205 | +7.0% | 0.04% | 0.0% |
| Q1 2023 | $272,031 | +3.9% | 5,799 | +1.1% | 0.04% | 0.0% |
| Q4 2022 | $261,803 | +3.1% | 5,735 | +2.2% | 0.04% | +6.1% |
| Q3 2022 | $254,000 | -2.7% | 5,611 | +2.7% | 0.03% | -8.3% |
| Q2 2022 | $261,000 | -6.1% | 5,461 | -0.7% | 0.04% | +5.9% |
| Q1 2022 | $278,000 | -8.9% | 5,497 | -3.0% | 0.03% | 0.0% |
| Q4 2021 | $305,000 | -3.2% | 5,666 | -2.3% | 0.03% | -10.5% |
| Q3 2021 | $315,000 | -2.2% | 5,797 | -1.6% | 0.04% | -2.6% |
| Q2 2021 | $322,000 | -1.8% | 5,890 | -3.3% | 0.04% | -11.4% |
| Q1 2021 | $328,000 | -5.7% | 6,088 | -2.0% | 0.04% | -6.4% |
| Q4 2020 | $348,000 | -2.5% | 6,215 | -2.3% | 0.05% | -17.5% |
| Q3 2020 | $357,000 | -9.4% | 6,360 | -9.3% | 0.06% | -17.4% |
| Q2 2020 | $394,000 | +1.3% | 7,014 | -2.1% | 0.07% | -22.5% |
| Q1 2020 | $389,000 | -22.0% | 7,167 | -23.2% | 0.09% | -11.0% |
| Q4 2019 | $499,000 | -7.8% | 9,333 | -7.1% | 0.10% | -18.7% |
| Q3 2019 | $541,000 | -1.3% | 10,042 | -2.9% | 0.12% | -5.4% |
| Q2 2019 | $548,000 | +3.0% | 10,340 | +0.8% | 0.13% | -0.8% |
| Q1 2019 | $532,000 | +2.5% | 10,261 | +0.0% | 0.13% | -12.1% |
| Q4 2018 | $519,000 | -4.4% | 10,259 | -5.1% | 0.15% | -0.7% |
| Q3 2018 | $543,000 | 0.0% | 10,805 | +0.9% | 0.15% | -5.7% |
| Q2 2018 | $543,000 | -1.1% | 10,713 | -0.5% | 0.16% | +1.3% |
| Q1 2018 | $549,000 | +5.2% | 10,766 | +7.4% | 0.16% | +0.6% |
| Q4 2017 | $522,000 | -5.6% | 10,024 | -5.2% | 0.16% | +183.6% |
| Q3 2017 | $553,000 | +2.0% | 10,569 | +1.9% | 0.06% | -66.7% |
| Q2 2017 | $542,000 | +4.8% | 10,368 | +3.9% | 0.16% | -0.6% |
| Q1 2017 | $517,000 | +6.6% | 9,982 | +5.9% | 0.17% | +7.1% |
| Q4 2016 | $485,000 | -6.9% | 9,427 | -3.0% | 0.16% | -5.5% |
| Q3 2016 | $521,000 | -6.6% | 9,714 | -6.6% | 0.16% | -10.4% |
| Q2 2016 | $558,000 | +0.2% | 10,398 | -1.4% | 0.18% | +13.7% |
| Q1 2016 | $557,000 | +2.8% | 10,543 | +0.1% | 0.16% | +5.2% |
| Q4 2015 | $542,000 | -4.1% | 10,532 | -2.7% | 0.15% | -14.5% |
| Q3 2015 | $565,000 | +7.0% | 10,827 | +6.0% | 0.18% | +5.9% |
| Q2 2015 | $528,000 | +14.3% | 10,214 | +17.1% | 0.17% | +19.9% |
| Q1 2015 | $462,000 | – | 8,724 | – | 0.14% | – |
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% |