SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 331 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $882,000 | +1.7% | 16,248 | +2.3% | 0.12% | +1.6% |
| Q2 2021 | $867,000 | -0.7% | 15,882 | -1.8% | 0.12% | -7.5% |
| Q1 2021 | $873,000 | -2.3% | 16,174 | +1.3% | 0.13% | -8.3% |
| Q4 2020 | $894,000 | -1.0% | 15,959 | -0.9% | 0.14% | -12.1% |
| Q3 2020 | $903,000 | +1.2% | 16,109 | +1.6% | 0.16% | -7.3% |
| Q2 2020 | $892,000 | +5.2% | 15,854 | +1.5% | 0.18% | -13.6% |
| Q1 2020 | $848,000 | +4.2% | 15,623 | +2.6% | 0.21% | +39.2% |
| Q4 2019 | $814,000 | -7.0% | 15,234 | -6.2% | 0.15% | -14.0% |
| Q3 2019 | $875,000 | +1.9% | 16,243 | +0.2% | 0.17% | -0.6% |
| Q2 2019 | $859,000 | +1.8% | 16,210 | -0.4% | 0.17% | -1.1% |
| Q1 2019 | $844,000 | +5.1% | 16,268 | +2.5% | 0.18% | -5.9% |
| Q4 2018 | $803,000 | +2.7% | 15,874 | +2.0% | 0.19% | +16.2% |
| Q3 2018 | $782,000 | -0.5% | 15,569 | +0.3% | 0.16% | -0.6% |
| Q2 2018 | $786,000 | +0.5% | 15,526 | +1.3% | 0.16% | -3.6% |
| Q1 2018 | $782,000 | +0.4% | 15,329 | +2.4% | 0.17% | +2.5% |
| Q4 2017 | $779,000 | -1.8% | 14,969 | -1.2% | 0.16% | -6.9% |
| Q3 2017 | $793,000 | -7.1% | 15,147 | -7.3% | 0.18% | -9.3% |
| Q2 2017 | $854,000 | -11.8% | 16,347 | -12.5% | 0.19% | -17.2% |
| Q1 2017 | $968,000 | +5.2% | 18,683 | +4.6% | 0.23% | -5.3% |
| Q4 2016 | $920,000 | +30.3% | 17,855 | +35.7% | 0.25% | +28.1% |
| Q3 2016 | $706,000 | +44.1% | 13,155 | +44.3% | 0.19% | +41.2% |
| Q2 2016 | $490,000 | – | 9,119 | – | 0.14% | – |
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% |