SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $544,000 | -60.8% | 10,098 | -60.5% | 0.18% | -55.6% |
Q3 2021 | $1,386,000 | -0.4% | 25,545 | +0.3% | 0.42% | +5.8% |
Q2 2021 | $1,391,000 | -0.4% | 25,472 | -1.6% | 0.39% | -3.4% |
Q1 2021 | $1,397,000 | -2.9% | 25,896 | +0.8% | 0.41% | -11.5% |
Q4 2020 | $1,439,000 | -10.2% | 25,690 | -10.1% | 0.46% | -16.2% |
Q3 2020 | $1,603,000 | -0.4% | 28,581 | -0.2% | 0.55% | -10.4% |
Q2 2020 | $1,610,000 | -0.1% | 28,629 | -3.6% | 0.61% | -12.9% |
Q1 2020 | $1,611,000 | +2.7% | 29,688 | +1.2% | 0.70% | +29.6% |
Q4 2019 | $1,568,000 | +0.4% | 29,348 | +1.2% | 0.54% | -6.5% |
Q3 2019 | $1,562,000 | +9.2% | 29,006 | +7.5% | 0.58% | +11.3% |
Q2 2019 | $1,430,000 | +4.2% | 26,976 | +1.9% | 0.52% | -2.1% |
Q1 2019 | $1,373,000 | +4.0% | 26,463 | +1.4% | 0.53% | -10.1% |
Q4 2018 | $1,320,000 | -48.1% | 26,102 | -48.4% | 0.59% | -38.8% |
Q3 2018 | $2,541,000 | -0.4% | 50,558 | +0.3% | 0.97% | -4.7% |
Q2 2018 | $2,552,000 | +2.4% | 50,386 | +3.1% | 1.02% | -0.3% |
Q1 2018 | $2,493,000 | -4.3% | 48,869 | -2.4% | 1.02% | -1.6% |
Q4 2017 | $2,606,000 | +3.0% | 50,076 | +3.6% | 1.04% | -0.8% |
Q3 2017 | $2,531,000 | +12.8% | 48,339 | +12.6% | 1.05% | +6.6% |
Q2 2017 | $2,243,000 | +8.3% | 42,936 | +7.3% | 0.98% | +0.4% |
Q1 2017 | $2,072,000 | +6.5% | 40,002 | +5.9% | 0.98% | +0.9% |
Q4 2016 | $1,945,000 | +76.7% | 37,771 | +84.1% | 0.97% | +69.8% |
Q3 2016 | $1,101,000 | +14.2% | 20,516 | +14.3% | 0.57% | +15.9% |
Q2 2016 | $964,000 | +49.7% | 17,952 | +47.3% | 0.49% | +43.9% |
Q1 2016 | $644,000 | -2.6% | 12,191 | -5.0% | 0.34% | -10.9% |
Q4 2015 | $661,000 | +22.6% | 12,837 | +24.2% | 0.38% | +22.7% |
Q3 2015 | $539,000 | +20.6% | 10,332 | +19.5% | 0.31% | +26.7% |
Q2 2015 | $447,000 | +5.9% | 8,645 | +8.4% | 0.25% | +8.3% |
Q1 2015 | $422,000 | – | 7,972 | – | 0.23% | – |
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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% |