SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,917,273 | -55.5% | 43,348 | -53.5% | 0.08% | -8.2% |
| Q2 2023 | $4,305,058 | +125.2% | 93,264 | +128.9% | 0.08% | -22.0% |
| Q1 2023 | $1,911,608 | +18.5% | 40,751 | +15.3% | 0.11% | +118.0% |
| Q4 2022 | $1,613,384 | +1.2% | 35,342 | +0.4% | 0.05% | -63.8% |
| Q3 2022 | $1,595,000 | -2.3% | 35,208 | +3.2% | 0.14% | +1.5% |
| Q2 2022 | $1,633,000 | -2.3% | 34,105 | +3.2% | 0.14% | +15.3% |
| Q1 2022 | $1,671,000 | -2.2% | 33,051 | +4.3% | 0.12% | -3.3% |
| Q4 2021 | $1,709,000 | +9.1% | 31,700 | +9.8% | 0.12% | -10.3% |
| Q3 2021 | $1,566,000 | +1.1% | 28,866 | +1.7% | 0.14% | -1.4% |
| Q2 2021 | $1,549,000 | +5.7% | 28,372 | +4.4% | 0.14% | -8.0% |
| Q1 2021 | $1,466,000 | +1.2% | 27,172 | +5.1% | 0.15% | -10.7% |
| Q4 2020 | $1,449,000 | -0.5% | 25,865 | -0.4% | 0.17% | -17.6% |
| Q3 2020 | $1,457,000 | +13.0% | 25,977 | +13.3% | 0.20% | 0.0% |
| Q2 2020 | $1,289,000 | +10.4% | 22,926 | +9.1% | 0.20% | -6.0% |
| Q1 2020 | $1,168,000 | -5.9% | 21,023 | -9.1% | 0.22% | -14.2% |
| Q4 2019 | $1,241,000 | +110.3% | 23,129 | +110.1% | 0.25% | +82.0% |
| Q3 2019 | $590,000 | +2.3% | 11,007 | +1.1% | 0.14% | +3.0% |
| Q2 2019 | $577,000 | +1.6% | 10,890 | -1.0% | 0.14% | +2.3% |
| Q1 2019 | $568,000 | +49.1% | 10,999 | +46.5% | 0.13% | +36.1% |
| Q4 2018 | $381,000 | +6.7% | 7,507 | +5.7% | 0.10% | +10.2% |
| Q3 2018 | $357,000 | -47.2% | 7,104 | -46.8% | 0.09% | -56.7% |
| Q2 2018 | $676,000 | +89.9% | 13,346 | +91.4% | 0.20% | +55.0% |
| Q1 2018 | $356,000 | -2.7% | 6,972 | -0.5% | 0.13% | -4.4% |
| Q4 2017 | $366,000 | -68.7% | 7,010 | -68.6% | 0.14% | -63.9% |
| Q3 2017 | $1,168,000 | -0.2% | 22,302 | -0.4% | 0.38% | +48.6% |
| Q2 2017 | $1,170,000 | -20.5% | 22,388 | -21.2% | 0.26% | -18.3% |
| Q1 2017 | $1,471,000 | -0.9% | 28,400 | -1.2% | 0.31% | -3.7% |
| Q4 2016 | $1,484,000 | -2.3% | 28,757 | +1.7% | 0.32% | -19.8% |
| Q2 2016 | $1,519,000 | -0.1% | 28,280 | -2.2% | 0.40% | -14.9% |
| Q1 2016 | $1,521,000 | +2.1% | 28,916 | -0.0% | 0.48% | +15.6% |
| Q4 2015 | $1,490,000 | -2.3% | 28,926 | -1.1% | 0.41% | -9.3% |
| Q3 2015 | $1,525,000 | +6.5% | 29,250 | +5.7% | 0.45% | +20.2% |
| Q2 2015 | $1,432,000 | +49.9% | 27,673 | +53.3% | 0.38% | +43.9% |
| Q1 2015 | $955,000 | -3.4% | 18,056 | -4.4% | 0.26% | -11.8% |
| Q4 2014 | $989,000 | +15.3% | 18,895 | +14.0% | 0.30% | +16.5% |
| Q3 2014 | $858,000 | +119.4% | 16,579 | +120.0% | 0.26% | +129.7% |
| Q2 2014 | $391,000 | +62.9% | 7,535 | +60.2% | 0.11% | -15.9% |
| Q1 2014 | $240,000 | -85.0% | 4,703 | -86.6% | 0.13% | -4.3% |
| Q3 2011 | $1,595,000 | – | 35,208 | – | 0.14% | – |
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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% |