SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
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. | 1,138,139 | $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% |