SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,061 | -0.8% | 456 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $21,239 | -43.1% | 453 | -44.7% | 0.00% | -40.0% |
| Q4 2022 | $37,350 | +0.9% | 819 | +0.1% | 0.01% | -16.7% |
| Q3 2022 | $37,000 | -5.1% | 818 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | -4.9% | 818 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $41,000 | -8.9% | 818 | -2.9% | 0.01% | 0.0% |
| Q4 2021 | $45,000 | +12.5% | 842 | +12.9% | 0.01% | 0.0% |
| Q3 2021 | $40,000 | -2.4% | 746 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +2.5% | 742 | +0.5% | 0.01% | -28.6% |
| Q1 2021 | $40,000 | -2.4% | 738 | +0.4% | 0.01% | -12.5% |
| Q4 2020 | $41,000 | 0.0% | 735 | +0.8% | 0.01% | -20.0% |
| Q3 2020 | $41,000 | +2.5% | 729 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $40,000 | +2.6% | 725 | +0.6% | 0.01% | -9.1% |
| Q1 2020 | $39,000 | 0.0% | 721 | +0.3% | 0.01% | +22.2% |
| Q4 2019 | $39,000 | 0.0% | 719 | +0.8% | 0.01% | -10.0% |
| Q3 2019 | $39,000 | -42.6% | 713 | -45.0% | 0.01% | -44.4% |
| Q2 2019 | $68,000 | -6.8% | 1,297 | -8.3% | 0.02% | -10.0% |
| Q1 2019 | $73,000 | -2.7% | 1,414 | -4.2% | 0.02% | -4.8% |
| Q4 2018 | $75,000 | +2.7% | 1,476 | +1.0% | 0.02% | -34.4% |
| Q3 2018 | $73,000 | +4.3% | 1,462 | +5.6% | 0.03% | 0.0% |
| Q2 2018 | $70,000 | 0.0% | 1,384 | +0.7% | 0.03% | -3.0% |
| Q1 2018 | $70,000 | -1.4% | 1,374 | +0.6% | 0.03% | -17.5% |
| Q4 2017 | $71,000 | +91.9% | 1,366 | +93.5% | 0.04% | +73.9% |
| Q3 2017 | $37,000 | 0.0% | 706 | +0.6% | 0.02% | -4.2% |
| Q2 2017 | $37,000 | +23.3% | 702 | +22.9% | 0.02% | +20.0% |
| Q1 2017 | $30,000 | +3.4% | 571 | +0.7% | 0.02% | 0.0% |
| Q4 2016 | $29,000 | -3.3% | 567 | +0.5% | 0.02% | 0.0% |
| Q3 2016 | $30,000 | 0.0% | 564 | +0.5% | 0.02% | -9.1% |
| Q2 2016 | $30,000 | +3.4% | 561 | +0.5% | 0.02% | +4.8% |
| Q1 2016 | $29,000 | 0.0% | 558 | +0.2% | 0.02% | 0.0% |
| Q4 2015 | $29,000 | 0.0% | 557 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $29,000 | 0.0% | 557 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $29,000 | 0.0% | 557 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $29,000 | 0.0% | 557 | 0.0% | 0.02% | -4.5% |
| Q4 2014 | $29,000 | 0.0% | 557 | 0.0% | 0.02% | +4.8% |
| Q3 2014 | $29,000 | 0.0% | 557 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $29,000 | +52.6% | 557 | +53.0% | 0.02% | +50.0% |
| Q1 2014 | $19,000 | – | 364 | – | 0.01% | – |
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% |