SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,853 | +7.0% | 10,329 | +11.7% | 0.01% | +9.1% |
| Q2 2023 | $426,890 | +5.8% | 9,248 | +7.5% | 0.01% | 0.0% |
| Q1 2023 | $403,663 | +154.3% | 8,605 | +147.5% | 0.01% | +120.0% |
| Q4 2022 | $158,727 | -84.0% | 3,477 | -80.9% | 0.01% | -83.9% |
| Q2 2021 | $992,000 | -15.9% | 18,177 | -16.8% | 0.03% | -29.5% |
| Q1 2021 | $1,179,000 | -2.8% | 21,856 | +1.0% | 0.04% | -10.2% |
| Q4 2020 | $1,213,000 | +65.7% | 21,646 | +65.7% | 0.05% | +44.1% |
| Q3 2020 | $732,000 | -0.4% | 13,061 | 0.0% | 0.03% | -15.0% |
| Q2 2020 | $735,000 | -19.4% | 13,061 | -22.3% | 0.04% | -33.3% |
| Q1 2020 | $912,000 | +23.6% | 16,803 | +21.7% | 0.06% | +53.8% |
| Q4 2019 | $738,000 | +240.1% | 13,804 | +236.9% | 0.04% | +200.0% |
| Q3 2019 | $217,000 | 0.0% | 4,097 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $217,000 | -6.9% | 4,097 | -8.8% | 0.01% | -18.8% |
| Q1 2019 | $233,000 | +6.4% | 4,494 | +3.9% | 0.02% | -15.8% |
| Q4 2018 | $219,000 | +5.8% | 4,326 | +4.8% | 0.02% | +26.7% |
| Q3 2018 | $207,000 | -0.5% | 4,127 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $208,000 | +46.5% | 4,127 | +48.2% | 0.02% | +45.5% |
| Q1 2018 | $142,000 | -2.1% | 2,785 | +0.3% | 0.01% | -15.4% |
| Q4 2017 | $145,000 | +35.5% | 2,778 | +36.0% | 0.01% | +8.3% |
| Q3 2017 | $107,000 | +46.6% | 2,043 | +46.9% | 0.01% | +20.0% |
| Q2 2017 | $73,000 | +170.4% | 1,391 | +162.5% | 0.01% | +150.0% |
| Q1 2017 | $27,000 | -34.1% | 530 | -30.4% | 0.00% | -50.0% |
| Q3 2016 | $41,000 | +46.4% | 761 | +46.1% | 0.01% | +33.3% |
| Q2 2016 | $28,000 | +2700.0% | 521 | +1760.7% | 0.01% | – |
| Q1 2016 | $1,000 | -96.2% | 28 | -94.2% | 0.00% | -100.0% |
| Q1 2015 | $26,000 | – | 483 | – | 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% |