SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,954,836 | -46.4% | 89,413 | -41.3% | 0.18% | +9.9% |
| Q2 2023 | $7,373,156 | +50.7% | 152,430 | +57.6% | 0.16% | -23.9% |
| Q1 2023 | $4,893,323 | +91074.3% | 96,743 | -8.6% | 0.21% | +49.0% |
| Q4 2022 | $5,367 | -99.9% | 105,868 | +2.2% | 0.14% | +2.9% |
| Q3 2022 | $5,338,000 | +39.1% | 103,588 | +36.8% | 0.14% | +14.9% |
| Q2 2022 | $3,838,000 | -49.8% | 75,723 | -49.9% | 0.12% | +27.4% |
| Q1 2022 | $7,653,000 | +109.4% | 151,041 | +122.9% | 0.10% | +33.8% |
| Q4 2021 | $3,655,000 | +12.5% | 67,773 | +13.3% | 0.07% | +9.2% |
| Q3 2021 | $3,250,000 | +21.1% | 59,824 | +21.9% | 0.06% | +16.1% |
| Q2 2021 | $2,683,000 | +40.8% | 49,096 | +39.1% | 0.06% | +51.4% |
| Q1 2021 | $1,905,000 | -2.7% | 35,301 | +0.9% | 0.04% | -53.2% |
| Q4 2020 | $1,958,000 | +3.2% | 34,986 | +3.4% | 0.08% | -30.1% |
| Q3 2020 | $1,897,000 | +150.9% | 33,829 | +150.7% | 0.11% | +88.3% |
| Q2 2020 | $756,000 | +41.0% | 13,496 | +35.7% | 0.06% | +11.1% |
| Q1 2020 | $536,000 | -58.5% | 9,947 | -58.8% | 0.05% | -44.3% |
| Q4 2019 | $1,291,000 | -27.8% | 24,153 | -27.6% | 0.10% | -19.2% |
| Q3 2019 | $1,788,000 | +24.7% | 33,359 | +17.4% | 0.12% | +37.9% |
| Q4 2018 | $1,434,000 | -56.8% | 28,415 | -56.9% | 0.09% | -35.6% |
| Q3 2018 | $3,316,000 | +0.2% | 65,987 | +1.0% | 0.14% | -2.9% |
| Q2 2018 | $3,308,000 | +0.5% | 65,330 | +3.3% | 0.14% | -6.7% |
| Q1 2018 | $3,291,000 | 0.0% | 63,233 | 0.0% | 0.15% | 0.0% |
| Q4 2017 | $3,291,000 | +5.5% | 63,233 | +6.2% | 0.15% | +20.2% |
| Q3 2017 | $3,118,000 | +13.3% | 59,547 | +13.1% | 0.12% | +6.0% |
| Q2 2017 | $2,752,000 | +29.3% | 52,673 | +28.1% | 0.12% | +25.8% |
| Q1 2017 | $2,129,000 | +156.2% | 41,107 | +154.9% | 0.09% | +132.5% |
| Q4 2016 | $831,000 | +20.1% | 16,127 | +25.0% | 0.04% | +11.1% |
| Q3 2016 | $692,000 | +63.6% | 12,901 | +63.8% | 0.04% | +50.0% |
| Q2 2016 | $423,000 | +104.3% | 7,876 | +95.7% | 0.02% | +71.4% |
| Q4 2015 | $207,000 | – | 4,025 | – | 0.01% | – |
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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% |