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 2023 | $216,506 | -4.2% | 4,895 | 0.0% | 0.07% | -6.6% |
| Q2 2023 | $225,953 | -1.6% | 4,895 | 0.0% | 0.08% | -9.5% |
| Q1 2023 | $229,624 | +0.9% | 4,895 | -1.8% | 0.08% | +3.7% |
| Q4 2022 | $227,565 | +2.5% | 4,985 | +1.8% | 0.08% | -2.4% |
| Q3 2022 | $222,000 | -5.1% | 4,895 | 0.0% | 0.08% | -3.5% |
| Q2 2022 | $234,000 | -5.6% | 4,895 | 0.0% | 0.09% | +7.5% |
| Q1 2022 | $248,000 | -6.1% | 4,895 | 0.0% | 0.08% | -10.1% |
| Q4 2021 | $264,000 | -0.8% | 4,895 | 0.0% | 0.09% | -9.2% |
| Q3 2021 | $266,000 | -0.4% | 4,895 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $267,000 | +1.1% | 4,895 | 0.0% | 0.10% | -2.0% |
| Q1 2021 | $264,000 | +5.6% | 4,895 | +9.5% | 0.10% | +5.2% |
| Q4 2020 | $250,000 | -0.4% | 4,470 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $251,000 | 0.0% | 4,470 | 0.0% | 0.10% | +1.0% |
| Q2 2020 | $251,000 | +3.3% | 4,470 | 0.0% | 0.10% | -4.9% |
| Q1 2020 | $243,000 | +13.6% | 4,470 | +11.6% | 0.10% | +24.4% |
| Q4 2019 | $214,000 | -0.9% | 4,005 | 0.0% | 0.08% | -6.8% |
| Q3 2019 | $216,000 | +1.9% | 4,005 | 0.0% | 0.09% | +1.1% |
| Q2 2019 | $212,000 | -71.6% | 4,005 | -72.2% | 0.09% | -70.4% |
| Q1 2019 | $746,000 | +8.6% | 14,385 | +6.0% | 0.29% | -11.4% |
| Q4 2018 | $687,000 | -5.0% | 13,575 | -5.6% | 0.33% | +1.5% |
| Q3 2018 | $723,000 | -3.6% | 14,385 | -2.9% | 0.33% | -6.6% |
| Q2 2018 | $750,000 | -26.4% | 14,810 | -25.8% | 0.35% | -28.7% |
| Q1 2018 | $1,019,000 | -9.0% | 19,970 | -7.2% | 0.49% | -9.9% |
| Q4 2017 | $1,120,000 | -0.6% | 21,520 | 0.0% | 0.54% | -5.7% |
| Q3 2017 | $1,127,000 | -56.4% | 21,520 | -56.5% | 0.58% | -56.5% |
| Q2 2017 | $2,584,000 | -3.8% | 49,450 | -4.6% | 1.33% | -3.6% |
| Q1 2017 | $2,685,000 | +74.6% | 51,850 | +73.6% | 1.38% | +71.9% |
| Q4 2016 | $1,538,000 | -91.6% | 29,860 | -91.2% | 0.80% | -90.6% |
| Q3 2016 | $18,236,000 | +62.0% | 339,789 | +62.2% | 8.52% | +44.2% |
| Q2 2016 | $11,255,000 | – | 209,504 | – | 5.91% | – |
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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% |