SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,774 | -3.4% | 470 | +0.9% | 0.03% | -15.2% |
| Q2 2023 | $21,498 | -37.9% | 466 | -36.9% | 0.03% | -41.1% |
| Q1 2023 | $34,643 | +3.3% | 738 | +0.4% | 0.06% | -3.4% |
| Q4 2022 | $33,542 | +1.6% | 735 | +1.0% | 0.06% | -3.3% |
| Q3 2022 | $33,000 | -5.7% | 728 | +0.7% | 0.06% | +5.3% |
| Q2 2022 | $35,000 | -2.8% | 723 | +0.6% | 0.06% | +11.8% |
| Q1 2022 | $36,000 | -7.7% | 719 | +0.3% | 0.05% | +2.0% |
| Q4 2021 | $39,000 | 0.0% | 717 | +0.7% | 0.05% | 0.0% |
| Q3 2021 | $39,000 | 0.0% | 712 | +0.6% | 0.05% | -3.8% |
| Q2 2021 | $39,000 | +2.6% | 708 | +0.6% | 0.05% | -3.7% |
| Q1 2021 | $38,000 | -2.6% | 704 | +0.4% | 0.05% | -6.9% |
| Q4 2020 | $39,000 | 0.0% | 701 | +0.7% | 0.06% | -13.4% |
| Q3 2020 | $39,000 | -30.4% | 696 | -30.1% | 0.07% | -43.7% |
| Q2 2020 | $56,000 | -8.2% | 995 | -11.2% | 0.12% | -9.2% |
| Q1 2020 | $61,000 | -25.6% | 1,120 | -27.0% | 0.13% | -22.9% |
| Q4 2019 | $82,000 | -1.2% | 1,535 | 0.0% | 0.17% | -5.0% |
| Q3 2019 | $83,000 | +2.5% | 1,535 | 0.0% | 0.18% | -14.8% |
| Q2 2019 | $81,000 | +1.2% | 1,535 | 0.0% | 0.21% | +5.5% |
| Q1 2019 | $80,000 | +2.6% | 1,535 | 0.0% | 0.20% | -20.1% |
| Q4 2018 | $78,000 | +1.3% | 1,535 | 0.0% | 0.25% | +3.3% |
| Q3 2018 | $77,000 | -1.3% | 1,535 | 0.0% | 0.24% | -11.4% |
| Q2 2018 | $78,000 | 0.0% | 1,535 | 0.0% | 0.27% | -2.2% |
| Q1 2018 | $78,000 | -2.5% | 1,535 | 0.0% | 0.28% | -26.6% |
| Q4 2017 | $80,000 | 0.0% | 1,535 | 0.0% | 0.38% | -4.5% |
| Q3 2017 | $80,000 | 0.0% | 1,535 | 0.0% | 0.40% | -7.9% |
| Q2 2017 | $80,000 | +1.3% | 1,535 | 0.0% | 0.43% | -5.3% |
| Q1 2017 | $79,000 | +88.1% | 1,535 | +87.2% | 0.46% | +98.7% |
| Q4 2016 | $42,000 | -4.5% | 820 | 0.0% | 0.23% | +16.8% |
| Q3 2016 | $44,000 | – | 820 | – | 0.20% | – |
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% |