SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 246 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,563,633 | -9.1% | 81,529 | -4.0% | 0.18% | -5.8% |
Q2 2023 | $3,919,112 | -2.8% | 84,903 | -0.8% | 0.19% | -10.7% |
Q1 2023 | $4,030,568 | +25.9% | 85,557 | +22.0% | 0.21% | -2.7% |
Q4 2022 | $3,201,971 | -21.0% | 70,142 | -22.6% | 0.22% | -28.3% |
Q3 2022 | $4,051,000 | -6.2% | 90,648 | +0.5% | 0.31% | -11.5% |
Q2 2022 | $4,320,000 | +4.3% | 90,238 | +6.4% | 0.35% | +6.8% |
Q1 2022 | $4,141,000 | -1.2% | 84,833 | +9.8% | 0.32% | -21.7% |
Q3 2021 | $4,193,000 | -1.8% | 77,267 | -1.1% | 0.42% | -5.0% |
Q2 2021 | $4,268,000 | +357.4% | 78,164 | +352.1% | 0.44% | +300.9% |
Q1 2021 | $933,000 | +76.0% | 17,288 | +82.7% | 0.11% | +65.2% |
Q4 2020 | $530,000 | +2.1% | 9,462 | +2.3% | 0.07% | -13.2% |
Q3 2020 | $519,000 | +20.7% | 9,247 | +21.0% | 0.08% | +10.1% |
Q2 2020 | $430,000 | +19.4% | 7,639 | +15.3% | 0.07% | +1.5% |
Q1 2020 | $360,000 | +28.6% | 6,625 | +26.5% | 0.07% | +58.1% |
Q4 2019 | $280,000 | +1.1% | 5,236 | +1.8% | 0.04% | -6.5% |
Q3 2019 | $277,000 | +28.8% | 5,144 | +26.8% | 0.05% | +12.2% |
Q2 2019 | $215,000 | +48.3% | 4,056 | +45.6% | 0.04% | +17.1% |
Q1 2019 | $145,000 | +16.9% | 2,785 | +13.4% | 0.04% | +9.4% |
Q4 2018 | $124,000 | -11.4% | 2,456 | -11.9% | 0.03% | 0.0% |
Q3 2018 | $140,000 | +79.5% | 2,788 | +80.1% | 0.03% | +60.0% |
Q2 2018 | $78,000 | +9.9% | 1,548 | +11.0% | 0.02% | 0.0% |
Q1 2018 | $71,000 | +9.2% | 1,395 | +12.4% | 0.02% | +11.1% |
Q4 2017 | $65,000 | +261.1% | 1,241 | +253.6% | 0.02% | +157.1% |
Q3 2017 | $18,000 | +12.5% | 351 | +12.9% | 0.01% | -12.5% |
Q2 2017 | $16,000 | – | 311 | – | 0.01% | – |
Download |
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% |