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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,992 | +4585.6% | 7,416 | +5832.8% | 0.03% | +1450.0% |
| Q4 2020 | $7,000 | -95.7% | 125 | -95.9% | 0.00% | -96.6% |
| Q4 2019 | $164,000 | +3.1% | 3,068 | +4.0% | 0.06% | -15.7% |
| Q3 2019 | $159,000 | -99.9% | 2,949 | +4.9% | 0.07% | -6.7% |
| Q2 2019 | $148,948,000 | +104059.4% | 2,810 | +1.7% | 0.08% | +25.0% |
| Q1 2019 | $143,000 | -5.3% | 2,763 | -7.4% | 0.06% | +9.1% |
| Q4 2018 | $151,000 | +151.7% | 2,984 | +147.8% | 0.06% | +129.2% |
| Q3 2018 | $60,000 | +11.1% | 1,204 | +12.6% | 0.02% | +4.3% |
| Q2 2018 | $54,000 | +3.8% | 1,069 | +4.2% | 0.02% | +4.5% |
| Q1 2018 | $52,000 | -1.9% | 1,026 | +0.5% | 0.02% | -8.3% |
| Q4 2017 | $53,000 | +17.8% | 1,021 | +18.6% | 0.02% | +50.0% |
| Q3 2017 | $45,000 | +32.4% | 861 | +31.1% | 0.02% | -15.8% |
| Q2 2017 | $34,000 | +17.2% | 657 | +18.2% | 0.02% | +11.8% |
| Q1 2017 | $29,000 | – | 556 | – | 0.02% | – |
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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% |