SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $822,156 | -98.8% | 17,811 | -98.8% | 0.00% | -100.0% |
Q1 2023 | $69,191,077 | +30213.7% | 1,474,975 | +29399.5% | 0.02% | – |
Q4 2022 | $228,250 | -95.8% | 5,000 | -95.9% | 0.00% | -100.0% |
Q3 2022 | $5,460,000 | +150.5% | 120,514 | +164.6% | 0.00% | 0.0% |
Q2 2022 | $2,180,000 | +1.4% | 45,547 | +7.2% | 0.00% | – |
Q1 2022 | $2,149,000 | +252.9% | 42,505 | +278.6% | 0.00% | – |
Q3 2021 | $609,000 | +20.6% | 11,228 | +19.9% | 0.00% | – |
Q1 2021 | $505,000 | -92.5% | 9,366 | -92.2% | 0.00% | -100.0% |
Q4 2020 | $6,716,000 | +77.8% | 119,886 | +78.0% | 0.00% | 0.0% |
Q3 2020 | $3,778,000 | -15.2% | 67,362 | -15.0% | 0.00% | 0.0% |
Q2 2020 | $4,457,000 | +53.7% | 79,248 | +48.3% | 0.00% | 0.0% |
Q1 2020 | $2,900,000 | -69.2% | 53,439 | -70.5% | 0.00% | -75.0% |
Q1 2019 | $9,407,000 | +67.6% | 181,315 | +63.4% | 0.00% | +100.0% |
Q4 2018 | $5,614,000 | +212.8% | 110,967 | +210.7% | 0.00% | +100.0% |
Q3 2018 | $1,795,000 | +719.6% | 35,712 | +727.4% | 0.00% | – |
Q2 2018 | $219,000 | -91.8% | 4,316 | -91.6% | 0.00% | -100.0% |
Q4 2017 | $2,664,000 | -39.1% | 51,192 | -38.7% | 0.00% | -50.0% |
Q3 2017 | $4,371,000 | +219.3% | 83,476 | +215.7% | 0.00% | +100.0% |
Q1 2017 | $1,369,000 | +32.5% | 26,442 | +31.8% | 0.00% | 0.0% |
Q4 2016 | $1,033,000 | +341.5% | 20,065 | +360.9% | 0.00% | – |
Q3 2016 | $234,000 | -99.3% | 4,353 | -99.3% | 0.00% | -100.0% |
Q2 2016 | $31,447,000 | +4065.2% | 585,387 | +3994.5% | 0.02% | – |
Q1 2016 | $755,000 | -49.5% | 14,297 | -50.1% | 0.00% | -100.0% |
Q3 2015 | $1,495,000 | -74.6% | 28,667 | -74.8% | 0.00% | -66.7% |
Q2 2015 | $5,895,000 | +1207.1% | 113,962 | +1208.1% | 0.00% | – |
Q3 2014 | $451,000 | -3.8% | 8,712 | -5.0% | 0.00% | – |
Q1 2014 | $469,000 | -53.1% | 9,171 | -53.6% | 0.00% | -100.0% |
Q2 2013 | $999,000 | – | 19,770 | – | 0.00% | – |
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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% |