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 2018 | $2,301,000 | -11.5% | 45,795 | -10.8% | 0.48% | -23.6% |
| Q2 2018 | $2,600,000 | +28.1% | 51,352 | +29.1% | 0.63% | +22.7% |
| Q1 2018 | $2,029,000 | -22.3% | 39,768 | -20.7% | 0.52% | -14.2% |
| Q4 2017 | $2,610,000 | +271.3% | 50,152 | +273.6% | 0.60% | +231.5% |
| Q3 2017 | $703,000 | +5.9% | 13,424 | +5.7% | 0.18% | -5.7% |
| Q2 2017 | $664,000 | -4.2% | 12,701 | -5.0% | 0.19% | -15.8% |
| Q1 2017 | $693,000 | +5.2% | 13,371 | +4.2% | 0.23% | -14.6% |
| Q4 2016 | $659,000 | +624.2% | 12,830 | +656.5% | 0.27% | +567.5% |
| Q3 2016 | $91,000 | +9.6% | 1,696 | +10.3% | 0.04% | +14.3% |
| Q2 2016 | $83,000 | +7.8% | 1,538 | +5.2% | 0.04% | +2.9% |
| Q1 2016 | $77,000 | +16.7% | 1,462 | +14.5% | 0.03% | +3.0% |
| Q4 2015 | $66,000 | +46.7% | 1,277 | +48.5% | 0.03% | +32.0% |
| Q3 2015 | $45,000 | +28.6% | 860 | +25.4% | 0.02% | +31.6% |
| Q2 2015 | $35,000 | -51.4% | 686 | -49.4% | 0.02% | -5.0% |
| Q1 2015 | $72,000 | +105.7% | 1,357 | +103.1% | 0.02% | 0.0% |
| Q4 2014 | $35,000 | +84.2% | 668 | +85.0% | 0.02% | +66.7% |
| Q3 2014 | $19,000 | 0.0% | 361 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $19,000 | -9.5% | 361 | -12.4% | 0.01% | -14.3% |
| Q1 2014 | $21,000 | 0.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $21,000 | – | 412 | – | 0.01% | – |
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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% |