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 | $815,000 | +2.1% | 15,015 | +2.8% | 0.22% | +13.2% |
| Q2 2021 | $798,000 | -7.3% | 14,607 | -8.5% | 0.19% | -15.6% |
| Q1 2021 | $861,000 | -9.7% | 15,956 | -6.8% | 0.22% | -12.1% |
| Q4 2020 | $953,000 | +1.7% | 17,111 | +1.8% | 0.26% | -13.2% |
| Q3 2020 | $937,000 | +70.7% | 16,806 | +73.7% | 0.30% | +48.2% |
| Q2 2020 | $549,000 | +86.7% | 9,676 | +79.2% | 0.20% | +40.1% |
| Q1 2020 | $294,000 | +9.3% | 5,400 | +7.5% | 0.14% | +27.9% |
| Q4 2019 | $269,000 | +9.8% | 5,022 | +10.0% | 0.11% | -8.3% |
| Q3 2019 | $245,000 | -0.8% | 4,564 | -2.4% | 0.12% | -9.7% |
| Q2 2019 | $247,000 | -11.2% | 4,678 | -13.4% | 0.13% | -14.1% |
| Q1 2019 | $278,000 | -22.8% | 5,401 | -24.1% | 0.16% | -29.7% |
| Q4 2018 | $360,000 | -38.6% | 7,118 | -39.6% | 0.22% | -41.7% |
| Q3 2018 | $586,000 | -16.5% | 11,778 | -15.1% | 0.38% | -17.0% |
| Q2 2018 | $702,000 | -14.4% | 13,869 | -13.7% | 0.46% | -14.7% |
| Q1 2018 | $820,000 | +4.5% | 16,075 | +6.5% | 0.54% | +5.1% |
| Q4 2017 | $785,000 | +12.5% | 15,090 | +13.2% | 0.51% | +8.7% |
| Q3 2017 | $698,000 | +15.2% | 13,327 | +14.9% | 0.47% | +9.5% |
| Q2 2017 | $606,000 | +1.8% | 11,600 | +1.0% | 0.43% | -2.3% |
| Q1 2017 | $595,000 | 0.0% | 11,481 | -0.7% | 0.44% | -3.5% |
| Q4 2016 | $595,000 | – | 11,561 | – | 0.46% | – |
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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% |