SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275,437 | +98622.9% | 5,967 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $279 | +2.6% | 5,967 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $272 | -99.9% | 5,967 | -13.6% | 0.00% | -25.0% |
| Q3 2022 | $313,000 | -3.7% | 6,905 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $325,000 | -5.0% | 6,758 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $342,000 | -58.3% | 6,758 | -55.3% | 0.00% | -25.0% |
| Q3 2021 | $820,000 | +99.0% | 15,124 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $412,000 | +62.2% | 7,562 | +60.0% | 0.00% | +33.3% |
| Q1 2021 | $254,000 | -4.2% | 4,725 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $265,000 | 0.0% | 4,722 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $265,000 | +24.4% | 4,722 | +25.3% | 0.00% | 0.0% |
| Q2 2020 | $213,000 | +1.9% | 3,770 | -2.6% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | -8.7% | 3,870 | -9.4% | 0.00% | 0.0% |
| Q4 2019 | $229,000 | -5.4% | 4,270 | -5.2% | 0.00% | 0.0% |
| Q3 2019 | $242,000 | -10.4% | 4,502 | -11.8% | 0.00% | 0.0% |
| Q2 2019 | $270,000 | -2.2% | 5,102 | -4.0% | 0.00% | 0.0% |
| Q1 2019 | $276,000 | +2.6% | 5,314 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $269,000 | +0.7% | 5,314 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $267,000 | -24.8% | 5,314 | -24.2% | 0.00% | -20.0% |
| Q2 2018 | $355,000 | – | 7,012 | – | 0.01% | – |
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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% |