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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $281,668 | -53.6% | 6,102 | -52.9% | 0.15% | -24.6% |
| Q1 2023 | $607,204 | +90.8% | 12,944 | +85.7% | 0.20% | -9.7% |
| Q4 2022 | $318,226 | -15.4% | 6,971 | -15.9% | 0.22% | -31.2% |
| Q3 2022 | $376,000 | -7.4% | 8,288 | -2.2% | 0.31% | +12.9% |
| Q2 2022 | $406,000 | -36.0% | 8,477 | -32.3% | 0.28% | -33.8% |
| Q2 2018 | $634,000 | -66.9% | 12,523 | -66.7% | 0.42% | -62.2% |
| Q1 2018 | $1,917,000 | +16.7% | 37,565 | +19.0% | 1.11% | +7.1% |
| Q4 2017 | $1,643,000 | +45.0% | 31,579 | +46.0% | 1.04% | +33.3% |
| Q3 2017 | $1,133,000 | +70.6% | 21,632 | +70.2% | 0.78% | +71.0% |
| Q2 2017 | $664,000 | +44.3% | 12,710 | +43.2% | 0.46% | +32.3% |
| Q1 2017 | $460,000 | – | 8,874 | – | 0.34% | – |
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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% |