SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 120 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,755 | +126.4% | 11,005 | +136.3% | 0.01% | +133.3% |
| Q2 2023 | $214,976 | -12.6% | 4,657 | +1.9% | 0.00% | -40.0% |
| Q4 2021 | $246,000 | -11.2% | 4,570 | -10.3% | 0.01% | -16.7% |
| Q3 2021 | $277,000 | +2.2% | 5,096 | +2.8% | 0.01% | -14.3% |
| Q2 2021 | $271,000 | -13.1% | 4,959 | -11.1% | 0.01% | -56.2% |
| Q4 2020 | $312,000 | +9.9% | 5,576 | +10.0% | 0.02% | -27.3% |
| Q3 2020 | $284,000 | +25.7% | 5,070 | +12.9% | 0.02% | -37.1% |
| Q3 2018 | $226,000 | +10.8% | 4,490 | +14.5% | 0.04% | -18.6% |
| Q4 2017 | $204,000 | -13.2% | 3,922 | -10.3% | 0.04% | -46.2% |
| Q2 2016 | $235,000 | -3.7% | 4,374 | -5.4% | 0.08% | -1.2% |
| Q1 2016 | $244,000 | -2.8% | 4,624 | -5.1% | 0.08% | -3.6% |
| Q4 2015 | $251,000 | -4.9% | 4,870 | -3.9% | 0.08% | -9.7% |
| Q3 2015 | $264,000 | -14.0% | 5,070 | -14.5% | 0.09% | -7.9% |
| Q2 2015 | $307,000 | -21.3% | 5,930 | -19.6% | 0.10% | -31.3% |
| Q1 2015 | $390,000 | -4.9% | 7,379 | -5.9% | 0.15% | -7.5% |
| Q4 2014 | $410,000 | -0.5% | 7,839 | -1.5% | 0.16% | -6.5% |
| Q3 2014 | $412,000 | -14.9% | 7,957 | -14.7% | 0.17% | -19.4% |
| Q2 2014 | $484,000 | -19.9% | 9,323 | -21.0% | 0.21% | -24.6% |
| Q1 2014 | $604,000 | -24.0% | 11,806 | -25.3% | 0.28% | -25.3% |
| Q4 2013 | $795,000 | -58.5% | 15,807 | -58.1% | 0.38% | -63.1% |
| Q3 2013 | $1,916,000 | -4.2% | 37,688 | -4.7% | 1.02% | -9.9% |
| Q2 2013 | $1,999,000 | – | 39,547 | – | 1.13% | – |
Download | ||||||
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% |