SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305,001 | +50.6% | 6,607 | +53.0% | 0.02% | +36.4% |
| Q1 2023 | $202,538 | -1.2% | 4,318 | +6.7% | 0.01% | +10.0% |
| Q1 2022 | $205,000 | -8.5% | 4,045 | -2.6% | 0.01% | -9.1% |
| Q4 2021 | $224,000 | +1.8% | 4,151 | +2.6% | 0.01% | 0.0% |
| Q3 2021 | $220,000 | 0.0% | 4,046 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $220,000 | -45.8% | 4,033 | -46.3% | 0.01% | -54.2% |
| Q1 2021 | $406,000 | -6.7% | 7,517 | -3.2% | 0.02% | -11.1% |
| Q4 2020 | $435,000 | -2.0% | 7,767 | -2.0% | 0.03% | -12.9% |
| Q3 2020 | $444,000 | +9.4% | 7,923 | +9.7% | 0.03% | -6.1% |
| Q2 2020 | $406,000 | +3.8% | 7,223 | +0.2% | 0.03% | -19.5% |
| Q1 2020 | $391,000 | +1.8% | 7,206 | +0.3% | 0.04% | 0.0% |
| Q4 2019 | $384,000 | +4.9% | 7,188 | +5.8% | 0.04% | -4.7% |
| Q3 2019 | $366,000 | 0.0% | 6,793 | -1.5% | 0.04% | 0.0% |
| Q2 2019 | $366,000 | -12.6% | 6,898 | -14.6% | 0.04% | -15.7% |
| Q1 2019 | $419,000 | +4.8% | 8,078 | +2.1% | 0.05% | -12.1% |
| Q4 2018 | $400,000 | +2.8% | 7,910 | +2.1% | 0.06% | +20.8% |
| Q3 2018 | $389,000 | -0.5% | 7,747 | +0.4% | 0.05% | -4.0% |
| Q2 2018 | $391,000 | +51.0% | 7,716 | +51.9% | 0.05% | +38.9% |
| Q1 2018 | $259,000 | 0.0% | 5,078 | +2.2% | 0.04% | +16.1% |
| Q4 2017 | $259,000 | 0.0% | 4,970 | +0.4% | 0.03% | -6.1% |
| Q3 2017 | $259,000 | +0.4% | 4,951 | +0.4% | 0.03% | -8.3% |
| Q2 2017 | $258,000 | – | 4,932 | – | 0.04% | – |
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% |