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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,150,963 | -11.6% | 48,631 | -7.8% | 0.01% | -20.0% |
| Q2 2023 | $2,433,504 | -15.1% | 52,719 | -13.7% | 0.01% | -23.1% |
| Q1 2023 | $2,865,975 | -14.3% | 61,095 | -16.6% | 0.01% | -23.5% |
| Q4 2022 | $3,344,661 | -24.8% | 73,267 | -25.3% | 0.02% | -34.6% |
| Q3 2022 | $4,446,000 | -10.4% | 98,118 | -5.3% | 0.03% | -18.8% |
| Q2 2022 | $4,962,000 | -38.9% | 103,656 | -35.5% | 0.03% | -39.6% |
| Q1 2022 | $8,123,000 | -46.4% | 160,638 | -42.9% | 0.05% | -49.0% |
| Q4 2021 | $15,155,000 | +36.5% | 281,176 | +37.4% | 0.10% | +13.0% |
| Q3 2021 | $11,103,000 | -1.6% | 204,628 | -1.0% | 0.09% | -12.4% |
| Q2 2021 | $11,285,000 | -3.4% | 206,683 | -4.6% | 0.10% | -16.7% |
| Q1 2021 | $11,683,000 | -4.0% | 216,544 | -0.3% | 0.13% | -21.7% |
| Q4 2020 | $12,172,000 | +3.7% | 217,237 | +4.0% | 0.16% | -17.4% |
| Q3 2020 | $11,738,000 | +91.1% | 208,979 | +91.1% | 0.20% | +93.1% |
| Q2 2020 | $6,143,000 | -11.1% | 109,334 | -13.7% | 0.10% | -33.6% |
| Q1 2020 | $6,907,000 | -5.7% | 126,723 | -7.4% | 0.15% | +31.0% |
| Q4 2019 | $7,323,000 | -7.3% | 136,777 | -6.8% | 0.12% | -58.1% |
| Q3 2019 | $7,900,000 | +6.5% | 146,695 | +4.8% | 0.28% | +0.7% |
| Q2 2019 | $7,420,000 | +1.2% | 139,991 | -1.0% | 0.28% | -7.7% |
| Q1 2019 | $7,335,000 | +733400.0% | 141,387 | +487441.4% | 0.30% | – |
| Q4 2018 | $1,000 | 0.0% | 29 | +16.0% | 0.00% | – |
| Q3 2018 | $1,000 | -99.6% | 25 | -99.5% | 0.00% | -100.0% |
| Q2 2018 | $263,000 | -77.6% | 5,192 | -77.4% | 0.02% | -79.5% |
| Q1 2018 | $1,175,000 | -2.3% | 23,000 | -0.4% | 0.07% | 0.0% |
| Q4 2017 | $1,203,000 | -49.4% | 23,081 | -49.9% | 0.07% | -27.7% |
| Q3 2017 | $2,378,000 | +95.9% | 46,066 | +98.2% | 0.10% | -33.6% |
| Q2 2017 | $1,214,000 | +1.1% | 23,242 | +0.2% | 0.15% | +24.6% |
| Q1 2017 | $1,201,000 | -92.3% | 23,192 | -92.3% | 0.12% | -91.4% |
| Q4 2016 | $15,551,000 | +141272.7% | 301,968 | +145076.9% | 1.41% | +141000.0% |
| Q3 2016 | $11,000 | 0.0% | 208 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | +37.5% | 208 | +31.6% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | -99.6% | 158 | -99.6% | 0.00% | -99.6% |
| Q4 2015 | $2,111,000 | +26287.5% | 40,984 | +26171.8% | 0.23% | +22500.0% |
| Q3 2015 | $8,000 | – | 156 | – | 0.00% | – |
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% |