SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $4,000 | -98.7% | 67 | -98.8% | 0.00% | -97.5% |
Q3 2021 | $310,000 | +12.3% | 5,719 | +13.1% | 0.04% | -9.1% |
Q2 2021 | $276,000 | -3.5% | 5,058 | -4.7% | 0.04% | -13.7% |
Q1 2021 | $286,000 | -3.7% | 5,305 | -0.1% | 0.05% | -8.9% |
Q4 2020 | $297,000 | +29.1% | 5,308 | +29.7% | 0.06% | +16.7% |
Q3 2020 | $230,000 | +538.9% | 4,094 | +541.7% | 0.05% | +500.0% |
Q2 2020 | $36,000 | +2.9% | 638 | -2.4% | 0.01% | -11.1% |
Q1 2020 | $35,000 | -65.3% | 654 | -65.2% | 0.01% | -59.1% |
Q4 2019 | $101,000 | -3.8% | 1,882 | -3.8% | 0.02% | -8.3% |
Q3 2019 | $105,000 | +1.9% | 1,957 | +0.2% | 0.02% | +9.1% |
Q2 2019 | $103,000 | +2.0% | 1,954 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $101,000 | – | 1,954 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |