SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $20,996,000 | -3.1% | 374,719 | -3.0% | 1.83% | -14.7% |
| Q3 2020 | $21,661,000 | +35.3% | 386,259 | +35.7% | 2.15% | +25.5% |
| Q2 2020 | $16,014,000 | +16.1% | 284,743 | +12.1% | 1.71% | +8.1% |
| Q1 2020 | $13,788,000 | +7.2% | 254,054 | +5.5% | 1.58% | +34.2% |
| Q4 2019 | $12,862,000 | +6.6% | 240,722 | +7.5% | 1.18% | -0.3% |
| Q3 2019 | $12,061,000 | +2.0% | 223,970 | +0.4% | 1.18% | +1.6% |
| Q2 2019 | $11,823,000 | +14.3% | 223,070 | +11.9% | 1.16% | +16.4% |
| Q1 2019 | $10,342,000 | +11.9% | 199,340 | +9.1% | 1.00% | -3.8% |
| Q4 2018 | $9,246,000 | +49.1% | 182,765 | +48.1% | 1.04% | +65.1% |
| Q3 2018 | $6,201,000 | -20.3% | 123,403 | -19.7% | 0.63% | -25.0% |
| Q2 2018 | $7,783,000 | +191.5% | 153,699 | +201.5% | 0.84% | +154.5% |
| Q1 2018 | $2,670,000 | -32.2% | 50,985 | -32.6% | 0.33% | -28.6% |
| Q4 2017 | $3,938,000 | +47.5% | 75,675 | +48.4% | 0.46% | +40.0% |
| Q3 2017 | $2,670,000 | +9.8% | 50,985 | +9.6% | 0.33% | +4.8% |
| Q2 2017 | $2,431,000 | +139.0% | 46,523 | +136.9% | 0.32% | +128.3% |
| Q1 2017 | $1,017,000 | -3.0% | 19,641 | -3.4% | 0.14% | -11.5% |
| Q4 2016 | $1,048,000 | +418.8% | 20,341 | +440.4% | 0.16% | +372.7% |
| Q2 2016 | $202,000 | -43.9% | 3,764 | -46.1% | 0.03% | -46.8% |
| Q4 2015 | $360,000 | -95.0% | 6,984 | -94.9% | 0.06% | -95.3% |
| Q1 2015 | $7,188,000 | -0.0% | 135,848 | -1.1% | 1.31% | -49.7% |
| Q4 2014 | $7,189,000 | +12.0% | 137,291 | +10.8% | 2.61% | -4.6% |
| Q3 2014 | $6,417,000 | +9.5% | 123,954 | +9.7% | 2.74% | +9.1% |
| Q2 2014 | $5,862,000 | – | 112,953 | – | 2.51% | – |
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% |