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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $484,000 | -23.3% | 10,114 | -18.9% | 0.23% | -24.9% |
| Q1 2022 | $631,000 | -29.3% | 12,468 | -24.6% | 0.30% | -9.8% |
| Q4 2021 | $892,000 | -14.0% | 16,541 | -13.5% | 0.34% | -25.7% |
| Q3 2021 | $1,037,000 | -0.6% | 19,118 | +0.0% | 0.46% | -4.8% |
| Q2 2021 | $1,043,000 | -0.4% | 19,116 | -1.5% | 0.48% | -12.6% |
| Q1 2021 | $1,047,000 | +51.3% | 19,413 | +57.1% | 0.55% | +33.7% |
| Q4 2020 | $692,000 | +3542.1% | 12,354 | +3092.2% | 0.41% | +2821.4% |
| Q3 2018 | $19,000 | 0.0% | 387 | 0.0% | 0.01% | -17.6% |
| Q2 2018 | $19,000 | -5.0% | 387 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $20,000 | – | 387 | – | 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% |