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 | $320,137 | +8.1% | 7,238 | +12.8% | 0.03% | +12.0% |
| Q2 2023 | $296,163 | -3.2% | 6,416 | -1.7% | 0.02% | -7.4% |
| Q1 2023 | $306,041 | -30.8% | 6,524 | -32.6% | 0.03% | -35.7% |
| Q4 2022 | $442,137 | +38.2% | 9,685 | +36.9% | 0.04% | +27.3% |
| Q3 2022 | $320,000 | -91.0% | 7,073 | -90.5% | 0.03% | -92.4% |
| Q2 2022 | $3,553,000 | -87.9% | 74,231 | -87.2% | 0.43% | -87.6% |
| Q1 2022 | $29,308,000 | +12061.0% | 579,553 | +12877.0% | 3.50% | +12392.9% |
| Q4 2021 | $241,000 | -16.6% | 4,466 | -16.2% | 0.03% | -22.2% |
| Q3 2021 | $289,000 | +36.3% | 5,329 | +37.1% | 0.04% | +33.3% |
| Q2 2021 | $212,000 | -99.8% | 3,886 | +57.1% | 0.03% | -18.2% |
| Q4 2016 | $127,411,000 | – | 2,474 | – | 0.03% | – |
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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% |