SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
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. | 1,138,139 | $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% |