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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -90.0% | 13 | -93.1% | 0.00% | -100.0% |
| Q1 2019 | $10,000 | -90.0% | 188 | -90.5% | 0.00% | -93.3% |
| Q4 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $100,000 | 0.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q2 2018 | $100,000 | -1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $101,000 | -1.9% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $103,000 | -1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q3 2017 | $104,000 | 0.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $104,000 | +1.0% | 1,982 | 0.0% | 0.01% | +9.1% |
| Q1 2017 | $103,000 | +1.0% | 1,982 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $102,000 | -3.8% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $106,000 | 0.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $106,000 | +1.0% | 1,982 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $105,000 | +2.9% | 1,982 | 0.0% | 0.01% | -7.7% |
| Q4 2015 | $102,000 | +14.6% | 1,982 | +15.8% | 0.01% | +18.2% |
| Q3 2015 | $89,000 | 0.0% | 1,711 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $89,000 | -2.2% | 1,711 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $91,000 | +1.1% | 1,711 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $90,000 | -21.7% | 1,711 | -22.9% | 0.01% | -29.4% |
| Q3 2014 | $115,000 | 0.0% | 2,219 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $115,000 | +1.8% | 2,219 | 0.0% | 0.02% | -5.6% |
| Q1 2014 | $113,000 | – | 2,219 | – | 0.02% | – |
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% |