Shakespeare Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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
Shakespeare Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2018$596,000
-57.5%
11,853
-57.2%
0.46%
-63.2%
Q2 2018$1,401,000
+48.1%
27,673
+49.2%
1.25%
+52.6%
Q1 2018$946,000
-2.8%
18,544
-0.8%
0.82%
-10.6%
Q4 2017$973,00018,6910.92%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,138,139$59,229,00030.24%
Dragon Financial & Investment Group, LLC 428,533$22,301,00019.78%
COOPER/HAIMS ADVISORS, LLC 290,579$15,122,00014.00%
Live Your Vision, LLC 707,730$36,504,00012.23%
OGOREK ANTHONY JOSEPH /NY/ /ADV 270,609$14,082,00011.53%
Alliance Wealth Management Group 444,714$23,142,00011.47%
Mokosak Advisory Group, LLC 259,714$13,507,00010.46%
Avantax Planning Partners, Inc. 2,156,326$112,215,00010.27%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 299,050$15,563,0009.99%
View complete list of SCHWAB STRATEGIC TR shareholders