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 | $14,364 | -4.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,983 | -1.6% | 325 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $15,219 | +2.8% | 324 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,806 | -1.3% | 324 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 324 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -81.6% | 324 | -81.1% | 0.00% | -80.0% |
| Q1 2022 | $87,000 | -17.1% | 1,711 | -11.8% | 0.01% | -16.7% |
| Q4 2021 | $105,000 | -99.9% | 1,941 | +33.8% | 0.01% | +20.0% |
| Q3 2021 | $78,719,000 | -0.6% | 1,451 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $79,208,000 | +1.2% | 1,451 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $78,261,000 | +67953.0% | 1,451 | -29.2% | 0.01% | -28.6% |
| Q4 2020 | $115,000 | -99.9% | 2,048 | +4.6% | 0.01% | -50.0% |
| Q3 2020 | $109,775,000 | -5.2% | 1,957 | -33.2% | 0.01% | -12.5% |
| Q2 2020 | $115,823,000 | +0.1% | 2,928 | +37.3% | 0.02% | -23.8% |
| Q1 2020 | $115,722,000 | +0.2% | 2,132 | -1.4% | 0.02% | +40.0% |
| Q4 2019 | $115,532,000 | +99496.6% | 2,162 | 0.0% | 0.02% | -11.8% |
| Q3 2019 | $116,000 | -99.9% | 2,162 | -35.8% | 0.02% | -37.0% |
| Q2 2019 | $178,472,000 | +0.2% | 3,367 | -1.9% | 0.03% | -6.9% |
| Q1 2019 | $178,084,000 | +287132.3% | 3,433 | +179.1% | 0.03% | +141.7% |
| Q4 2018 | $62,000 | +1.6% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $61,000 | – | 1,230 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |