SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,862,344 | -1.9% | 132,542 | +2.4% | 0.63% | -5.0% |
Q2 2023 | $5,977,252 | -10.0% | 129,490 | -8.6% | 0.66% | -14.0% |
Q1 2023 | $6,644,892 | +7.0% | 141,652 | +4.1% | 0.77% | +0.3% |
Q4 2022 | $6,210,131 | +190.1% | 136,038 | +187.9% | 0.77% | +119.8% |
Q3 2022 | $2,141,000 | -19.5% | 47,257 | -14.9% | 0.35% | -14.9% |
Q2 2022 | $2,659,000 | -26.8% | 55,552 | -22.6% | 0.41% | -67.4% |
Q2 2018 | $3,634,000 | -3.3% | 71,768 | -2.6% | 1.26% | +3.5% |
Q1 2018 | $3,758,000 | -8.0% | 73,664 | -6.2% | 1.22% | -14.4% |
Q4 2017 | $4,085,000 | +7.5% | 78,493 | +8.1% | 1.42% | +0.3% |
Q3 2017 | $3,801,000 | +4.4% | 72,597 | +4.2% | 1.42% | +3.0% |
Q2 2017 | $3,641,000 | -8.1% | 69,689 | -9.0% | 1.38% | -13.0% |
Q1 2017 | $3,964,000 | +13.5% | 76,545 | +12.9% | 1.58% | +0.6% |
Q4 2016 | $3,492,000 | -18.7% | 67,803 | -15.3% | 1.57% | -11.1% |
Q3 2016 | $4,294,000 | +4.7% | 80,009 | +4.8% | 1.77% | +5.6% |
Q2 2016 | $4,101,000 | +1.6% | 76,341 | -0.1% | 1.67% | -1.1% |
Q1 2016 | $4,037,000 | -5.4% | 76,420 | -7.8% | 1.69% | +0.2% |
Q4 2015 | $4,268,000 | +2.2% | 82,882 | +3.5% | 1.69% | -25.5% |
Q3 2015 | $4,175,000 | – | 80,067 | – | 2.27% | – |
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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% |