SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $237,000 | 0.0% | 4,235 | 0.0% | 0.06% | -8.6% |
| Q3 2020 | $237,000 | -68.7% | 4,235 | -68.5% | 0.07% | -70.5% |
| Q2 2020 | $756,000 | +9.9% | 13,440 | +6.0% | 0.24% | -5.6% |
| Q1 2020 | $688,000 | -5.9% | 12,680 | -7.3% | 0.25% | +12.6% |
| Q4 2019 | $731,000 | -1.5% | 13,680 | -0.8% | 0.22% | -9.0% |
| Q3 2019 | $742,000 | +31.8% | 13,788 | +29.9% | 0.24% | +31.7% |
| Q2 2019 | $563,000 | +165.6% | 10,614 | +153.7% | 0.19% | +148.0% |
| Q2 2018 | $212,000 | -6.2% | 4,184 | -5.7% | 0.08% | -7.4% |
| Q1 2018 | $226,000 | -1.7% | 4,439 | +0.6% | 0.08% | -2.4% |
| Q4 2017 | $230,000 | -0.4% | 4,411 | +0.0% | 0.08% | -6.7% |
| Q3 2017 | $231,000 | +0.4% | 4,410 | +0.0% | 0.09% | -4.3% |
| Q2 2017 | $230,000 | +1.3% | 4,409 | +0.4% | 0.09% | -1.1% |
| Q1 2017 | $227,000 | -36.9% | 4,392 | -37.1% | 0.09% | -40.9% |
| Q4 2016 | $360,000 | -5.5% | 6,983 | -1.7% | 0.16% | -5.9% |
| Q3 2016 | $381,000 | 0.0% | 7,102 | +0.0% | 0.17% | -2.9% |
| Q2 2016 | $381,000 | +24.9% | 7,101 | +22.9% | 0.17% | +22.5% |
| Q1 2016 | $305,000 | +6.3% | 5,777 | +3.8% | 0.14% | -12.9% |
| Q4 2015 | $287,000 | +6.3% | 5,565 | +7.6% | 0.16% | +2.5% |
| Q3 2015 | $270,000 | +3.4% | 5,172 | +2.6% | 0.16% | +8.2% |
| Q2 2015 | $261,000 | -6.1% | 5,042 | -3.9% | 0.15% | -8.7% |
| Q1 2015 | $278,000 | +1.8% | 5,247 | +0.5% | 0.16% | -3.6% |
| Q4 2014 | $273,000 | – | 5,220 | – | 0.17% | – |
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% |