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 | $3,985,159 | -12.5% | 90,101 | -8.7% | 0.02% | +5.6% |
| Q2 2023 | $4,554,356 | +72.3% | 98,665 | +75.1% | 0.02% | +200.0% |
| Q1 2023 | $2,643,781 | -1.0% | 56,359 | -3.7% | 0.01% | -64.7% |
| Q4 2022 | $2,670,965 | +82.7% | 58,510 | +81.4% | 0.02% | -5.6% |
| Q3 2022 | $1,462,000 | -12.4% | 32,259 | -7.5% | 0.02% | 0.0% |
| Q2 2022 | $1,669,000 | -24.2% | 34,865 | -20.0% | 0.02% | -47.1% |
| Q1 2022 | $2,203,000 | -85.2% | 43,564 | -84.3% | 0.03% | -85.0% |
| Q4 2021 | $14,928,000 | +5.3% | 276,956 | +6.1% | 0.23% | -27.2% |
| Q3 2021 | $14,170,000 | -1.1% | 261,151 | -0.4% | 0.31% | -0.3% |
| Q2 2021 | $14,322,000 | +1.0% | 262,300 | -0.2% | 0.31% | -7.1% |
| Q1 2021 | $14,180,000 | -3.9% | 262,844 | -0.2% | 0.34% | -28.8% |
| Q4 2020 | $14,750,000 | +100.9% | 263,245 | +101.7% | 0.47% | +16.5% |
| Q2 2020 | $7,342,000 | +209.4% | 130,540 | +198.6% | 0.41% | +172.5% |
| Q1 2020 | $2,373,000 | +918.5% | 43,724 | +904.2% | 0.15% | +1141.7% |
| Q4 2019 | $233,000 | -20.5% | 4,354 | -20.0% | 0.01% | -29.4% |
| Q3 2019 | $293,000 | -22.1% | 5,440 | -23.3% | 0.02% | -29.2% |
| Q2 2019 | $376,000 | – | 7,091 | – | 0.02% | – |
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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% |