SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $9,000 | -60.9% | 164 | -63.0% | 0.01% | -64.3% |
| Q1 2019 | $23,000 | +187.5% | 443 | +170.1% | 0.01% | +100.0% |
| Q4 2018 | $8,000 | -99.6% | 164 | -99.6% | 0.01% | -99.6% |
| Q4 2017 | $2,065,000 | -1.9% | 39,687 | -1.8% | 1.57% | -12.6% |
| Q3 2017 | $2,105,000 | -3.4% | 40,417 | -2.6% | 1.80% | -12.7% |
| Q2 2017 | $2,179,000 | -4.5% | 41,507 | -5.5% | 2.06% | +2.7% |
| Q1 2017 | $2,282,000 | -17.6% | 43,940 | -18.2% | 2.01% | -7.1% |
| Q4 2016 | $2,771,000 | -28.2% | 53,689 | -26.0% | 2.16% | -34.4% |
| Q3 2016 | $3,861,000 | -2.8% | 72,588 | -1.8% | 3.29% | -12.2% |
| Q2 2016 | $3,971,000 | +0.5% | 73,882 | -0.8% | 3.75% | -8.0% |
| Q1 2016 | $3,950,000 | +0.9% | 74,496 | -0.4% | 4.08% | -4.6% |
| Q4 2015 | $3,916,000 | – | 74,794 | – | 4.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |