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 2023 | $5,207,441 | -5.9% | 117,735 | -1.8% | 0.69% | -4.7% |
| Q2 2023 | $5,533,318 | +15.2% | 119,873 | +17.0% | 0.72% | +14.4% |
| Q1 2023 | $4,804,640 | +8.8% | 102,423 | +5.8% | 0.63% | +5.7% |
| Q4 2022 | $4,417,263 | -3.2% | 96,764 | +1.5% | 0.60% | +0.2% |
| Q2 2022 | $4,563,000 | -1.2% | 95,327 | +4.4% | 0.60% | +16.0% |
| Q1 2022 | $4,619,000 | +1.2% | 91,339 | +7.9% | 0.51% | +5.3% |
| Q4 2021 | $4,564,000 | -0.4% | 84,672 | +0.3% | 0.49% | -11.5% |
| Q3 2021 | $4,581,000 | +3.6% | 84,425 | +4.3% | 0.55% | -2.1% |
| Q2 2021 | $4,421,000 | -7.1% | 80,966 | -8.2% | 0.56% | -11.4% |
| Q1 2021 | $4,758,000 | +38.7% | 88,199 | +44.1% | 0.63% | +29.1% |
| Q4 2020 | $3,430,000 | +8.8% | 61,210 | +8.9% | 0.49% | -0.8% |
| Q3 2020 | $3,153,000 | +2.3% | 56,222 | +2.6% | 0.50% | -11.4% |
| Q2 2020 | $3,082,000 | +14.7% | 54,801 | +10.6% | 0.56% | +8.8% |
| Q1 2020 | $2,688,000 | -9.7% | 49,529 | -11.1% | 0.51% | -1.9% |
| Q4 2019 | $2,976,000 | +5.3% | 55,693 | +6.2% | 0.52% | -2.4% |
| Q3 2019 | $2,825,000 | +2.5% | 52,454 | +0.8% | 0.54% | +3.5% |
| Q2 2019 | $2,757,000 | +10.7% | 52,026 | +8.3% | 0.52% | -5.1% |
| Q1 2019 | $2,491,000 | +1.7% | 48,022 | -0.8% | 0.55% | -9.7% |
| Q4 2018 | $2,449,000 | +4.6% | 48,400 | +3.8% | 0.61% | +8.0% |
| Q3 2018 | $2,342,000 | +0.8% | 46,613 | +1.6% | 0.56% | -7.9% |
| Q2 2018 | $2,323,000 | – | 45,881 | – | 0.61% | – |
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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% |