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 | $328,000 | +3.5% | 5,852 | +3.7% | 0.01% | 0.0% |
| Q3 2020 | $317,000 | -5.1% | 5,644 | -4.8% | 0.01% | -16.7% |
| Q2 2020 | $334,000 | -90.0% | 5,931 | -90.4% | 0.01% | -92.2% |
| Q1 2020 | $3,356,000 | +13.9% | 61,842 | +12.2% | 0.15% | +32.8% |
| Q4 2019 | $2,946,000 | +4.5% | 55,139 | +5.3% | 0.12% | -4.9% |
| Q3 2019 | $2,819,000 | +9.1% | 52,349 | +7.3% | 0.12% | +8.9% |
| Q2 2019 | $2,585,000 | +10.8% | 48,777 | +8.4% | 0.11% | +6.7% |
| Q1 2019 | $2,334,000 | +748.7% | 44,993 | +727.8% | 0.10% | +650.0% |
| Q4 2018 | $275,000 | +1.1% | 5,435 | +0.5% | 0.01% | +16.7% |
| Q3 2018 | $272,000 | +0.4% | 5,410 | +1.2% | 0.01% | 0.0% |
| Q2 2018 | $271,000 | -21.0% | 5,346 | -20.5% | 0.01% | -14.3% |
| Q1 2018 | $343,000 | -9.7% | 6,728 | -7.9% | 0.01% | -17.6% |
| Q4 2017 | $380,000 | +6.4% | 7,304 | +7.1% | 0.02% | 0.0% |
| Q3 2017 | $357,000 | +0.6% | 6,818 | +0.5% | 0.02% | -5.6% |
| Q2 2017 | $355,000 | -1.7% | 6,784 | -2.7% | 0.02% | -10.0% |
| Q1 2017 | $361,000 | -3.5% | 6,970 | -3.9% | 0.02% | -13.0% |
| Q4 2016 | $374,000 | +10.0% | 7,255 | +14.5% | 0.02% | 0.0% |
| Q3 2016 | $340,000 | +10.0% | 6,336 | +10.0% | 0.02% | 0.0% |
| Q2 2016 | $309,000 | – | 5,759 | – | 0.02% | – |
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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% |