SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,779,209 | +88407.6% | 221,099 | -7.6% | 0.47% | -8.9% |
| Q2 2023 | $11,049 | -12.5% | 239,355 | -11.0% | 0.52% | -19.1% |
| Q1 2023 | $12,621 | -3.7% | 269,038 | -6.3% | 0.64% | -11.0% |
| Q4 2022 | $13,102 | -99.9% | 287,008 | +5.6% | 0.72% | -10.1% |
| Q3 2022 | $12,319,000 | -25.6% | 271,874 | -21.4% | 0.80% | -22.1% |
| Q2 2022 | $16,562,000 | +66.8% | 345,972 | +76.2% | 1.03% | +105.8% |
| Q1 2022 | $9,929,000 | +463.5% | 196,347 | +500.6% | 0.50% | +454.4% |
| Q4 2021 | $1,762,000 | -2.5% | 32,691 | -1.9% | 0.09% | -10.9% |
| Q3 2021 | $1,808,000 | +4.9% | 33,323 | +5.6% | 0.10% | +4.1% |
| Q2 2021 | $1,723,000 | -60.2% | 31,553 | -60.7% | 0.10% | -63.8% |
| Q1 2021 | $4,332,000 | -13.2% | 80,289 | -9.8% | 0.27% | -21.9% |
| Q4 2020 | $4,988,000 | -1.4% | 89,021 | -1.3% | 0.34% | -16.3% |
| Q3 2020 | $5,059,000 | -0.2% | 90,219 | +0.1% | 0.41% | -7.9% |
| Q2 2020 | $5,069,000 | +3.0% | 90,130 | -0.6% | 0.44% | -15.2% |
| Q1 2020 | $4,919,000 | -30.1% | 90,633 | -31.2% | 0.52% | -23.2% |
| Q4 2019 | $7,034,000 | -1.2% | 131,653 | -0.5% | 0.68% | -8.2% |
| Q3 2019 | $7,122,000 | +0.8% | 132,259 | -0.8% | 0.74% | -1.7% |
| Q2 2019 | $7,067,000 | -7.3% | 133,349 | -9.3% | 0.76% | -14.6% |
| Q1 2019 | $7,626,000 | -3.6% | 146,994 | -5.9% | 0.89% | -2.2% |
| Q4 2018 | $7,907,000 | +561.1% | 156,292 | +556.6% | 0.91% | +626.4% |
| Q3 2018 | $1,196,000 | +9.8% | 23,803 | +10.6% | 0.12% | +4.2% |
| Q2 2018 | $1,089,000 | +22.4% | 21,512 | +23.4% | 0.12% | +14.3% |
| Q1 2018 | $890,000 | -1.9% | 17,438 | +0.0% | 0.10% | -2.8% |
| Q4 2017 | $907,000 | +1.3% | 17,431 | +2.0% | 0.11% | -6.1% |
| Q3 2017 | $895,000 | +29.5% | 17,092 | +29.2% | 0.12% | +33.7% |
| Q2 2017 | $691,000 | +7.6% | 13,233 | +6.8% | 0.09% | +1.2% |
| Q1 2017 | $642,000 | -9.3% | 12,393 | -9.9% | 0.08% | -21.3% |
| Q4 2016 | $708,000 | -14.4% | 13,750 | -10.8% | 0.11% | -20.0% |
| Q3 2016 | $827,000 | -18.9% | 15,410 | -18.9% | 0.14% | -23.3% |
| Q2 2016 | $1,020,000 | -2.9% | 18,991 | -4.6% | 0.18% | -10.7% |
| Q1 2016 | $1,051,000 | +8.4% | 19,905 | +5.6% | 0.20% | -3.9% |
| Q4 2015 | $970,000 | +98.8% | 18,841 | +101.4% | 0.20% | +70.8% |
| Q3 2015 | $488,000 | -7.0% | 9,353 | -7.8% | 0.12% | -0.8% |
| Q2 2015 | $525,000 | +47.1% | 10,141 | +50.4% | 0.12% | +45.8% |
| Q1 2015 | $357,000 | +0.3% | 6,741 | -0.8% | 0.08% | -10.8% |
| Q4 2014 | $356,000 | +6.9% | 6,793 | +5.7% | 0.09% | 0.0% |
| Q3 2014 | $333,000 | +0.6% | 6,425 | +0.8% | 0.09% | 0.0% |
| Q2 2014 | $331,000 | – | 6,371 | – | 0.09% | – |
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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% |