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 2021 | $5,776,000 | +2.8% | 106,450 | +3.4% | 2.81% | -3.8% |
| Q2 2021 | $5,621,000 | +10.9% | 102,950 | +9.6% | 2.92% | +19.7% |
| Q1 2021 | $5,069,000 | +20.5% | 93,960 | +25.1% | 2.44% | +11.5% |
| Q4 2020 | $4,207,000 | +5.8% | 75,080 | +5.9% | 2.19% | -4.3% |
| Q3 2020 | $3,975,000 | +4.8% | 70,880 | +5.1% | 2.29% | +2.2% |
| Q2 2020 | $3,794,000 | +13.7% | 67,460 | +9.7% | 2.24% | -6.1% |
| Q1 2020 | $3,337,000 | -15.5% | 61,480 | -16.8% | 2.38% | -1.0% |
| Q4 2019 | $3,948,000 | +4.3% | 73,900 | +5.2% | 2.41% | -2.7% |
| Q3 2019 | $3,784,000 | +4.2% | 70,270 | +2.6% | 2.47% | +3.2% |
| Q2 2019 | $3,631,000 | -69.8% | 68,500 | -70.4% | 2.40% | -67.1% |
| Q1 2019 | $12,010,000 | +14.4% | 231,500 | +11.6% | 7.28% | +8.9% |
| Q4 2018 | $10,494,000 | +2323.6% | 207,430 | +2306.4% | 6.68% | +2695.8% |
| Q3 2018 | $433,000 | -0.2% | 8,620 | +0.6% | 0.24% | 0.0% |
| Q2 2018 | $434,000 | -1.8% | 8,570 | -1.2% | 0.24% | -12.1% |
| Q1 2018 | $442,000 | -0.2% | 8,670 | +1.8% | 0.27% | -13.4% |
| Q4 2017 | $443,000 | – | 8,520 | – | 0.31% | – |
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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% |