LPL Financial LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$8,868,466
-4.4%
200,508
-0.3%
0.01%
-14.3%
Q2 2023$9,281,025
-7.6%
201,062
-6.1%
0.01%
-12.5%
Q1 2023$10,046,647
+9.6%
214,169
+6.7%
0.01%0.0%
Q4 2022$9,164,772
-3.5%
200,762
-4.2%
0.01%
-11.1%
Q3 2022$9,495,000
-3.5%
209,567
+1.9%
0.01%0.0%
Q2 2022$9,842,000
-19.6%
205,592
-15.1%
0.01%
-18.2%
Q1 2022$12,246,000
-17.5%
242,158
-12.1%
0.01%
-8.3%
Q4 2021$14,842,000
-6.7%
275,367
-6.0%
0.01%
-20.0%
Q3 2021$15,900,000
-6.5%
293,025
-5.9%
0.02%
-11.8%
Q2 2021$16,999,000
+5.5%
311,329
+4.2%
0.02%
-10.5%
Q1 2021$16,115,000
-0.9%
298,696
+2.9%
0.02%
-9.5%
Q4 2020$16,261,000
+5.4%
290,221
+5.5%
0.02%
-12.5%
Q3 2020$15,429,000
+45.6%
275,116
+46.0%
0.02%
+33.3%
Q2 2020$10,597,000
+8.5%
188,423
+4.7%
0.02%
-14.3%
Q1 2020$9,765,000
+12.4%
179,937
+10.7%
0.02%
+31.2%
Q4 2019$8,687,000
+2.5%
162,582
+3.3%
0.02%
-5.9%
Q3 2019$8,477,000
+4.9%
157,421
+3.2%
0.02%0.0%
Q2 2019$8,081,000
-12.1%
152,473
-14.0%
0.02%
-19.0%
Q1 2019$9,197,000
+9.4%
177,281
+6.7%
0.02%
-4.5%
Q4 2018$8,405,000
+287.5%
166,144
+284.9%
0.02%
+340.0%
Q3 2018$2,169,000
+102.5%
43,161
+104.0%
0.01%
+66.7%
Q2 2018$1,071,000
-90.5%
21,153
-90.4%
0.00%
-90.3%
Q1 2018$11,217,000
+3.2%
219,848
+5.3%
0.03%
-6.1%
Q4 2017$10,870,000
+605.4%
208,878
+609.7%
0.03%
+560.0%
Q3 2017$1,541,000
-4.8%
29,433
-4.9%
0.01%
-16.7%
Q2 2017$1,618,000
-8.8%
30,961
-9.6%
0.01%
-50.0%
Q1 2017$1,775,000
+35.8%
34,251
+35.2%
0.01%
+20.0%
Q4 2016$1,307,000
+48.4%
25,325
+53.4%
0.01%
+25.0%
Q3 2016$881,000
+39.0%
16,509
+40.5%
0.01%
+60.0%
Q2 2016$634,000
-31.8%
11,753
-33.3%
0.01%
+66.7%
Q1 2016$930,000
+61.7%
17,621
+58.1%
0.00%
+50.0%
Q4 2015$575,000
+80.8%
11,145
+82.3%
0.00%0.0%
Q3 2015$318,000
-31.3%
6,112
-31.9%
0.00%0.0%
Q2 2015$463,000
+27.2%
8,974
+30.7%
0.00%0.0%
Q1 2015$364,000
-1.4%
6,867
-2.5%
0.00%0.0%
Q4 2014$369,0007,0460.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,136,465$59,505,00032.80%
OGOREK ANTHONY JOSEPH /NY/ /ADV 264,880$13,869,00013.53%
TOTAL INVESTMENT MANAGEMENT INC 566,127$29,642,00010.22%
Alliance Wealth Management Group 767,178$40,164,00010.22%
McAdam, LLC 275,738$14,438,00010.20%
Kohmann Bosshard Financial Services, LLC 254,988$13,351,0009.38%
Avantax Planning Partners, Inc. 2,220,790$116,281,0009.16%
Live Your Vision, LLC 479,696$25,117,0008.94%
Friedenthal Financial 161,992$8,482,0007.63%
Krilogy Financial LLC 526,388$27,562,0007.04%
View complete list of SCHWAB STRATEGIC TR shareholders