SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $576,000 | -5.9% | 11,399 | +0.4% | 0.07% | -6.5% |
| Q4 2021 | $612,000 | 0.0% | 11,357 | +0.7% | 0.08% | -10.5% |
| Q3 2021 | $612,000 | -0.2% | 11,278 | +0.5% | 0.09% | -2.3% |
| Q2 2021 | $613,000 | +1.8% | 11,219 | +0.5% | 0.09% | -4.3% |
| Q1 2021 | $602,000 | -3.4% | 11,158 | +0.4% | 0.09% | -6.1% |
| Q4 2020 | $623,000 | +0.6% | 11,117 | +0.8% | 0.10% | -10.9% |
| Q3 2020 | $619,000 | +8.6% | 11,032 | +8.8% | 0.11% | -1.8% |
| Q2 2020 | $570,000 | +4.2% | 10,137 | +0.6% | 0.11% | -17.6% |
| Q1 2020 | $547,000 | +2.1% | 10,073 | +0.4% | 0.14% | +33.3% |
| Q4 2019 | $536,000 | +0.2% | 10,028 | +0.9% | 0.10% | -9.7% |
| Q3 2019 | $535,000 | -1.1% | 9,939 | -2.6% | 0.11% | -6.6% |
| Q2 2019 | $541,000 | +2.9% | 10,206 | +0.8% | 0.12% | -3.2% |
| Q1 2019 | $526,000 | -9.2% | 10,130 | -11.5% | 0.12% | -14.4% |
| Q4 2018 | $579,000 | +1.6% | 11,446 | +0.9% | 0.15% | +5.0% |
| Q3 2018 | $570,000 | 0.0% | 11,339 | +0.7% | 0.14% | -7.9% |
| Q2 2018 | $570,000 | -0.2% | 11,259 | +0.7% | 0.15% | -4.4% |
| Q1 2018 | $571,000 | +16.3% | 11,184 | +18.7% | 0.16% | +9.0% |
| Q4 2017 | $491,000 | 0.0% | 9,426 | +0.6% | 0.14% | -8.2% |
| Q3 2017 | $491,000 | +0.8% | 9,369 | +0.6% | 0.16% | -7.1% |
| Q2 2017 | $487,000 | +1.7% | 9,313 | +0.6% | 0.17% | -6.1% |
| Q1 2017 | $479,000 | +1.1% | 9,258 | +0.6% | 0.18% | -2.7% |
| Q4 2016 | $474,000 | – | 9,203 | – | 0.19% | – |
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% |