SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,196,000 | -4.4% | 21,343 | -4.3% | 0.02% | -47.9% |
| Q3 2020 | $1,251,000 | -54.3% | 22,311 | -54.1% | 0.05% | -57.1% |
| Q2 2020 | $2,736,000 | -4.7% | 48,649 | -8.0% | 0.11% | -26.8% |
| Q1 2020 | $2,870,000 | -3.2% | 52,881 | -4.7% | 0.15% | +44.3% |
| Q4 2019 | $2,966,000 | -5.4% | 55,512 | -4.7% | 0.11% | -12.4% |
| Q3 2019 | $3,136,000 | -8.8% | 58,232 | -10.2% | 0.12% | -16.6% |
| Q2 2019 | $3,438,000 | -24.0% | 64,876 | -25.6% | 0.14% | -26.8% |
| Q1 2019 | $4,526,000 | +11.9% | 87,232 | +8.4% | 0.20% | +11.2% |
| Q4 2018 | $4,046,000 | 0.0% | 80,508 | 0.0% | 0.18% | 0.0% |
| Q3 2018 | $4,046,000 | +1.3% | 80,508 | +2.1% | 0.18% | -6.8% |
| Q2 2018 | $3,994,000 | -42.8% | 78,875 | -42.4% | 0.19% | -53.4% |
| Q1 2018 | $6,981,000 | +113.7% | 136,830 | +117.9% | 0.41% | +90.7% |
| Q4 2017 | $3,267,000 | +22.3% | 62,788 | +23.1% | 0.22% | +4.9% |
| Q3 2017 | $2,671,000 | +145.0% | 51,017 | +144.6% | 0.20% | +107.1% |
| Q2 2017 | $1,090,000 | +275.9% | 20,858 | +273.1% | 0.10% | +209.4% |
| Q1 2017 | $290,000 | -80.7% | 5,591 | -80.1% | 0.03% | -85.7% |
| Q3 2016 | $1,504,000 | +19.6% | 28,028 | +19.8% | 0.22% | +4.2% |
| Q2 2016 | $1,257,000 | -52.4% | 23,404 | -54.2% | 0.21% | -71.0% |
| Q2 2015 | $2,641,000 | +34.8% | 51,053 | +37.9% | 0.74% | +21.8% |
| Q1 2015 | $1,959,000 | +19.1% | 37,029 | +17.9% | 0.60% | -4.9% |
| Q4 2014 | $1,645,000 | – | 31,417 | – | 0.64% | – |
Download | ||||||
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% |