SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 171 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $358,000 | -1.9% | 7,011 | -0.0% | 0.02% | +5.6% |
| Q4 2017 | $365,000 | -0.5% | 7,012 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $367,000 | +11.2% | 7,012 | +11.1% | 0.02% | +20.0% |
| Q2 2017 | $330,000 | +10.0% | 6,312 | +8.9% | 0.02% | +15.4% |
| Q1 2017 | $300,000 | +0.3% | 5,797 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $299,000 | -3.9% | 5,797 | 0.0% | 0.01% | -7.1% |
| Q3 2016 | $311,000 | 0.0% | 5,797 | +0.1% | 0.01% | 0.0% |
| Q2 2016 | $311,000 | +44.7% | 5,793 | +39.4% | 0.01% | +75.0% |
| Q2 2015 | $215,000 | -7.7% | 4,157 | -5.5% | 0.01% | 0.0% |
| Q1 2015 | $233,000 | +11.5% | 4,398 | +10.0% | 0.01% | +14.3% |
| Q4 2014 | $209,000 | – | 3,998 | – | 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% |