SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $100,000 | +8.7% | 1,784 | +4.1% | 0.06% | +3.6% |
| Q4 2019 | $92,000 | +5.7% | 1,714 | +6.2% | 0.06% | +3.8% |
| Q3 2019 | $87,000 | -22.3% | 1,614 | -25.1% | 0.05% | -25.4% |
| Q1 2019 | $112,000 | -55.2% | 2,154 | -56.3% | 0.07% | -57.5% |
| Q4 2018 | $250,000 | -10.7% | 4,934 | -11.4% | 0.17% | -7.2% |
| Q3 2018 | $280,000 | +1.4% | 5,567 | +2.0% | 0.18% | +1.7% |
| Q2 2018 | $276,000 | +3.4% | 5,457 | +4.2% | 0.18% | +1.1% |
| Q1 2018 | $267,000 | -43.7% | 5,237 | -42.4% | 0.18% | +13.6% |
| Q4 2017 | $474,000 | +93.5% | 9,094 | +94.6% | 0.15% | +2.0% |
| Q3 2017 | $245,000 | -0.8% | 4,672 | -1.1% | 0.15% | -10.1% |
| Q2 2017 | $247,000 | +22.3% | 4,722 | +21.0% | 0.17% | +16.7% |
| Q1 2017 | $202,000 | – | 3,902 | – | 0.14% | – |
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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% |