SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,354,000 | +435.2% | 25,917 | +430.8% | 0.04% | +442.9% |
| Q1 2017 | $253,000 | +0.8% | 4,883 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $251,000 | -60.3% | 4,883 | -58.6% | 0.01% | -60.0% |
| Q3 2016 | $633,000 | -79.9% | 11,791 | -79.9% | 0.02% | -76.9% |
| Q2 2016 | $3,147,000 | -29.2% | 58,576 | -30.4% | 0.06% | -48.0% |
| Q1 2016 | $4,447,000 | +1255.8% | 84,193 | +1221.5% | 0.12% | +1983.3% |
| Q4 2015 | $328,000 | +47.1% | 6,371 | +48.0% | 0.01% | +50.0% |
| Q2 2015 | $223,000 | -76.5% | 4,305 | -76.0% | 0.00% | -78.9% |
| Q1 2015 | $948,000 | +63.7% | 17,916 | +62.0% | 0.02% | +111.1% |
| Q4 2014 | $579,000 | -71.2% | 11,060 | -71.9% | 0.01% | -64.0% |
| Q1 2014 | $2,013,000 | -23.9% | 39,365 | -25.1% | 0.02% | -13.8% |
| Q4 2013 | $2,645,000 | -11.8% | 52,589 | -10.9% | 0.03% | -23.7% |
| Q3 2013 | $2,999,000 | – | 58,991 | – | 0.04% | – |
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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% |