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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,156,468 | -5.9% | 342,674 | -1.8% | 1.49% | -7.5% |
| Q2 2023 | $16,108,132 | -3.6% | 348,963 | -2.0% | 1.61% | -11.3% |
| Q1 2023 | $16,703,017 | +2.0% | 356,065 | -0.7% | 1.82% | -7.4% |
| Q4 2022 | $16,370,685 | +8749.0% | 358,613 | +8665.9% | 1.96% | +7434.6% |
| Q3 2022 | $185,000 | +3.9% | 4,091 | +9.9% | 0.03% | -16.1% |
| Q2 2022 | $178,000 | -16.8% | 3,723 | -11.9% | 0.03% | -8.8% |
| Q1 2022 | $214,000 | -6.1% | 4,228 | +0.1% | 0.03% | -5.6% |
| Q4 2021 | $228,000 | +3.6% | 4,222 | +4.2% | 0.04% | -18.2% |
| Q3 2021 | $220,000 | +15.2% | 4,050 | +15.8% | 0.04% | 0.0% |
| Q2 2021 | $191,000 | -18.0% | 3,497 | -18.9% | 0.04% | -36.2% |
| Q1 2021 | $233,000 | -7.9% | 4,312 | -4.5% | 0.07% | -19.8% |
| Q4 2020 | $253,000 | +12.9% | 4,515 | +13.0% | 0.09% | -6.5% |
| Q3 2020 | $224,000 | -14.2% | 3,995 | -13.8% | 0.09% | -25.8% |
| Q2 2020 | $261,000 | -17.9% | 4,637 | -20.8% | 0.12% | -37.7% |
| Q1 2020 | $318,000 | +20.0% | 5,857 | +17.9% | 0.20% | +30.1% |
| Q4 2019 | $265,000 | +7.3% | 4,967 | +8.4% | 0.15% | -5.0% |
| Q3 2019 | $247,000 | +9.8% | 4,580 | +7.9% | 0.16% | -3.6% |
| Q2 2019 | $225,000 | +17.8% | 4,244 | +15.4% | 0.17% | +10.6% |
| Q1 2019 | $191,000 | -1.0% | 3,677 | -3.6% | 0.15% | -15.2% |
| Q4 2018 | $193,000 | – | 3,816 | – | 0.18% | – |
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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% |