SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,515 | +17.2% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +33.3% | 77 | +54.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -75.0% | 50 | -78.3% | 0.00% | -50.0% |
| Q3 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -75.0% | 230 | -75.8% | 0.00% | -86.4% |
| Q3 2018 | $48,000 | +242.9% | 950 | +234.5% | 0.02% | +340.0% |
| Q4 2015 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $13,000 | -7.1% | 284 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | – | 284 | – | 0.01% | – |
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% |