SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $2,684,000 | -2.2% | 49,461 | -3.7% | 0.17% | +4.3% |
Q4 2019 | $2,745,000 | +1.8% | 51,383 | +2.3% | 0.16% | -5.3% |
Q3 2019 | $2,696,000 | +10.4% | 50,251 | +9.1% | 0.17% | -3.4% |
Q2 2019 | $2,442,000 | +209.9% | 46,076 | +205.6% | 0.18% | +40.5% |
Q2 2017 | $788,000 | – | 15,079 | – | 0.13% | – |
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% |