SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,826 | -8.7% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -66.7% | 40 | -63.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | +100.0% | 108 | +80.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -86.4% | 60 | -85.9% | 0.00% | -83.3% |
| Q1 2019 | $22,000 | 0.0% | 425 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | +4.8% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | -4.5% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $22,000 | -53.2% | 425 | -54.1% | 0.01% | -53.8% |
| Q1 2018 | $47,000 | -50.0% | 925 | -48.6% | 0.01% | -51.9% |
| Q4 2017 | $94,000 | -17.5% | 1,800 | -17.6% | 0.03% | -22.9% |
| Q3 2017 | $114,000 | +612.5% | 2,185 | +604.8% | 0.04% | +600.0% |
| Q2 2017 | $16,000 | +1500.0% | 310 | +1450.0% | 0.01% | – |
| Q1 2017 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | -99.4% | 20 | -99.4% | 0.00% | -100.0% |
| Q4 2014 | $169,000 | +1.2% | 3,223 | 0.0% | 0.07% | -2.9% |
| Q3 2014 | $167,000 | +15.2% | 3,223 | +15.7% | 0.07% | +14.8% |
| Q2 2014 | $145,000 | +70.6% | 2,785 | +66.8% | 0.06% | +56.4% |
| Q1 2014 | $85,000 | +304.8% | 1,670 | +307.3% | 0.04% | +200.0% |
| Q3 2013 | $21,000 | 0.0% | 410 | 0.0% | 0.01% | -7.1% |
| Q2 2013 | $21,000 | +50.0% | 410 | +49.1% | 0.01% | +40.0% |
| Q1 2013 | $14,000 | – | 275 | – | 0.01% | – |
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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% |