SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $720,000 | -24.1% | 13,475 | -23.5% | 0.21% | -34.9% |
Q3 2019 | $949,000 | +2.2% | 17,618 | +0.5% | 0.33% | +6440.0% |
Q2 2019 | $929,000 | +2.2% | 17,528 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $909,000 | +2.9% | 17,528 | +0.4% | 0.01% | -92.6% |
Q4 2018 | $883,000 | +128.2% | 17,454 | +135.0% | 0.07% | -56.1% |
Q1 2018 | $387,000 | +36.7% | 7,427 | +37.2% | 0.16% | +29.2% |
Q4 2017 | $283,000 | +6.0% | 5,414 | +5.8% | 0.12% | +7.1% |
Q2 2017 | $267,000 | – | 5,118 | – | 0.11% | – |
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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% |