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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $435,000 | +0.2% | 8,064 | +0.8% | 0.07% | -11.5% |
| Q3 2021 | $434,000 | +0.7% | 8,002 | +1.5% | 0.08% | 0.0% |
| Q2 2021 | $431,000 | +5.1% | 7,887 | +3.7% | 0.08% | -3.7% |
| Q1 2021 | $410,000 | +8.8% | 7,604 | +13.1% | 0.08% | +3.8% |
| Q4 2020 | $377,000 | +8.3% | 6,726 | +8.4% | 0.08% | +212.0% |
| Q3 2020 | $348,000 | +6.4% | 6,207 | +6.9% | 0.02% | 0.0% |
| Q2 2020 | $327,000 | -6.6% | 5,807 | -10.0% | 0.02% | -37.5% |
| Q1 2020 | $350,000 | -9.8% | 6,453 | -11.2% | 0.04% | -60.0% |
| Q4 2019 | $388,000 | +2.1% | 7,265 | +2.8% | 0.10% | -3.8% |
| Q3 2019 | $380,000 | -6.2% | 7,065 | -7.5% | 0.10% | -9.6% |
| Q2 2019 | $405,000 | +9.8% | 7,640 | +7.3% | 0.12% | +6.5% |
| Q1 2019 | $369,000 | +21.4% | 7,122 | +18.5% | 0.11% | +8.0% |
| Q4 2018 | $304,000 | -7.6% | 6,008 | -8.3% | 0.10% | -1.0% |
| Q3 2018 | $329,000 | +9.7% | 6,551 | +10.4% | 0.10% | 0.0% |
| Q2 2018 | $300,000 | +11.5% | 5,934 | +12.6% | 0.10% | +9.8% |
| Q1 2018 | $269,000 | +6.7% | 5,272 | +8.8% | 0.09% | +7.0% |
| Q4 2017 | $252,000 | +3.7% | 4,844 | +4.2% | 0.09% | -2.3% |
| Q3 2017 | $243,000 | +3.4% | 4,647 | +3.4% | 0.09% | -1.1% |
| Q2 2017 | $235,000 | +15.2% | 4,496 | +14.3% | 0.09% | +9.9% |
| Q1 2017 | $204,000 | – | 3,934 | – | 0.08% | – |
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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% |