SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $10,693,000 | +24.1% | 206,117 | +21.0% | 3.76% | +4.2% |
| Q4 2018 | $8,616,000 | -3.3% | 170,317 | -3.9% | 3.60% | +10.3% |
| Q3 2018 | $8,908,000 | -1.0% | 177,266 | -0.3% | 3.27% | -4.6% |
| Q2 2018 | $9,000,000 | -2.2% | 177,716 | -1.4% | 3.42% | -1.8% |
| Q1 2018 | $9,199,000 | -21.6% | 180,296 | -20.9% | 3.49% | -20.2% |
| Q4 2017 | $11,727,000 | +17.0% | 227,970 | +18.8% | 4.37% | +48.1% |
| Q3 2017 | $10,027,000 | -8.9% | 191,874 | -7.8% | 2.95% | -2.3% |
| Q2 2017 | $11,003,000 | +23.0% | 208,031 | +20.4% | 3.02% | +9.0% |
| Q1 2017 | $8,949,000 | -2.5% | 172,788 | -3.0% | 2.77% | +7.2% |
| Q4 2016 | $9,175,000 | -3.8% | 178,153 | +0.3% | 2.58% | -4.6% |
| Q3 2016 | $9,534,000 | +1.7% | 177,636 | +1.7% | 2.71% | -5.8% |
| Q2 2016 | $9,379,000 | -15.7% | 174,583 | -17.2% | 2.87% | -8.0% |
| Q1 2016 | $11,131,000 | -4.2% | 210,735 | -6.6% | 3.12% | -7.0% |
| Q4 2015 | $11,625,000 | -5.8% | 225,720 | -4.7% | 3.36% | -7.7% |
| Q3 2015 | $12,344,000 | +58.3% | 236,757 | +57.1% | 3.64% | +73.3% |
| Q2 2015 | $7,797,000 | +7.9% | 150,728 | +10.4% | 2.10% | +26.0% |
| Q1 2015 | $7,224,000 | – | 136,539 | – | 1.67% | – |
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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% |