SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,648 | -3.5% | 4,582 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $209,967 | -3.0% | 4,549 | -1.4% | 0.01% | -16.7% |
| Q1 2023 | $216,379 | -0.4% | 4,613 | -3.1% | 0.01% | 0.0% |
| Q4 2022 | $217,325 | -19.5% | 4,761 | -20.2% | 0.01% | -33.3% |
| Q3 2022 | $270,000 | -47.5% | 5,968 | -44.4% | 0.01% | -47.1% |
| Q2 2022 | $514,000 | -14.3% | 10,739 | -9.5% | 0.02% | -5.6% |
| Q1 2022 | $600,000 | -6.8% | 11,866 | -0.6% | 0.02% | -10.0% |
| Q4 2021 | $644,000 | -6.8% | 11,943 | -6.2% | 0.02% | -16.7% |
| Q3 2021 | $691,000 | -10.4% | 12,733 | -9.8% | 0.02% | -22.6% |
| Q2 2021 | $771,000 | +1.4% | 14,121 | +0.3% | 0.03% | -8.8% |
| Q1 2021 | $760,000 | -5.5% | 14,085 | -1.9% | 0.03% | -10.5% |
| Q4 2020 | $804,000 | -4.6% | 14,357 | -4.5% | 0.04% | -15.6% |
| Q3 2020 | $843,000 | -2.7% | 15,036 | -2.4% | 0.04% | -13.5% |
| Q2 2020 | $866,000 | -3.0% | 15,402 | -6.4% | 0.05% | -32.5% |
| Q1 2020 | $893,000 | -2.0% | 16,460 | -3.4% | 0.08% | +14.9% |
| Q4 2019 | $911,000 | -6.0% | 17,042 | -5.3% | 0.07% | -16.2% |
| Q3 2019 | $969,000 | +6.7% | 17,988 | +4.9% | 0.08% | +1.3% |
| Q2 2019 | $908,000 | -8.7% | 17,140 | -10.5% | 0.08% | -7.1% |
| Q1 2019 | $994,000 | -11.1% | 19,152 | -13.3% | 0.08% | -18.3% |
| Q4 2018 | $1,118,000 | +75.2% | 22,099 | +74.1% | 0.10% | +60.0% |
| Q3 2018 | $638,000 | +1.4% | 12,694 | +2.2% | 0.06% | -7.1% |
| Q2 2018 | $629,000 | -2.5% | 12,425 | -1.7% | 0.07% | -7.9% |
| Q1 2018 | $645,000 | +26.2% | 12,645 | +28.7% | 0.08% | +22.6% |
| Q4 2017 | $511,000 | +31.4% | 9,826 | +32.4% | 0.06% | +19.2% |
| Q3 2017 | $389,000 | +250.5% | 7,420 | +251.7% | 0.05% | +173.7% |
| Q1 2016 | $111,000 | – | 2,110 | – | 0.02% | – |
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% |