SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 313 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $115,400 | +89.4% | 2,500 | +92.5% | 0.00% | +100.0% |
| Q1 2023 | $60,936 | +58492.3% | 1,299 | -43.2% | 0.00% | -50.0% |
| Q4 2022 | $104 | -99.9% | 2,287 | -43.7% | 0.00% | -33.3% |
| Q3 2022 | $184,000 | -2.6% | 4,060 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $189,000 | -44.7% | 3,943 | -41.6% | 0.00% | -40.0% |
| Q1 2022 | $342,000 | -5.8% | 6,757 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $363,000 | +54.5% | 6,739 | +53.2% | 0.01% | -16.7% |
| Q4 2019 | $235,000 | -10.3% | 4,398 | -9.3% | 0.01% | 0.0% |
| Q3 2019 | $262,000 | +1.9% | 4,848 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $257,000 | +2.0% | 4,848 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $252,000 | +2.9% | 4,848 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $245,000 | +0.4% | 4,848 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $244,000 | -2.0% | 4,848 | -1.6% | 0.01% | -12.5% |
| Q2 2018 | $249,000 | -0.8% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $251,000 | -2.3% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $257,000 | -0.4% | 4,927 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $258,000 | -5.1% | 4,927 | -5.3% | 0.01% | -10.0% |
| Q2 2017 | $272,000 | -25.7% | 5,204 | -26.4% | 0.01% | -23.1% |
| Q1 2017 | $366,000 | +57.1% | 7,070 | +56.2% | 0.01% | +44.4% |
| Q4 2016 | $233,000 | -4.1% | 4,527 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $243,000 | 0.0% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $243,000 | +1.7% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $239,000 | +2.6% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $233,000 | – | 4,527 | – | 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% |