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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $578,306 | +10168.2% | 12,328 | -90.0% | 0.18% | -90.2% |
Q4 2022 | $5,632 | -99.9% | 123,368 | +55.1% | 1.81% | +68.7% |
Q4 2021 | $4,288,000 | +1383.7% | 79,563 | +1393.0% | 1.07% | +1329.3% |
Q3 2021 | $289,000 | -92.1% | 5,329 | -92.7% | 0.08% | -94.2% |
Q4 2018 | $3,675,000 | -61.4% | 72,649 | -60.3% | 1.30% | -58.6% |
Q4 2017 | $9,523,000 | +408.2% | 183,000 | +403.0% | 3.14% | +334.4% |
Q4 2016 | $1,874,000 | +23.5% | 36,381 | +23.5% | 0.72% | -0.8% |
Q4 2015 | $1,517,000 | – | 29,458 | – | 0.73% | – |
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% |