SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $233,000 | -5.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -5.0% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | -6.5% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $278,000 | -0.4% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $279,000 | -0.7% | 5,150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $281,000 | +1.1% | 5,150 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $278,000 | -3.8% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $289,000 | 0.0% | 5,150 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $289,000 | -0.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $290,000 | +3.9% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $279,000 | +1.5% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $275,000 | -0.7% | 5,150 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $277,000 | +1.5% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $273,000 | +2.2% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $267,000 | +2.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $261,000 | +0.8% | 5,150 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $259,000 | +15.1% | 5,150 | +15.7% | 0.01% | 0.0% |
| Q2 2018 | $225,000 | -0.9% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $227,000 | -2.2% | 4,450 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $232,000 | +12.1% | 4,450 | +12.7% | 0.01% | 0.0% |
| Q3 2017 | $207,000 | – | 3,950 | – | 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% |