SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,310,690 | +171.9% | 662,688 | +183.7% | 0.01% | +125.0% |
| Q2 2023 | $10,781,453 | -74.1% | 233,567 | -73.7% | 0.00% | -76.5% |
| Q1 2023 | $41,623,618 | +18.4% | 887,308 | +15.2% | 0.02% | +6.2% |
| Q4 2022 | $35,151,002 | +5.0% | 770,011 | +4.2% | 0.02% | +6.7% |
| Q3 2022 | $33,467,000 | -49.3% | 738,625 | -46.5% | 0.02% | -46.4% |
| Q2 2022 | $66,070,000 | +281.8% | 1,380,205 | +303.4% | 0.03% | +366.7% |
| Q1 2022 | $17,304,000 | -1.7% | 342,176 | +5.4% | 0.01% | 0.0% |
| Q3 2021 | $17,611,000 | -32.8% | 324,567 | -32.4% | 0.01% | -40.0% |
| Q2 2021 | $26,226,000 | +279.4% | 480,324 | +289.4% | 0.01% | +233.3% |
| Q4 2020 | $6,912,000 | -82.9% | 123,357 | -82.9% | 0.00% | -87.5% |
| Q3 2020 | $40,370,000 | +2124.2% | 719,873 | +2130.1% | 0.02% | +2300.0% |
| Q2 2020 | $1,815,000 | -97.4% | 32,280 | -97.5% | 0.00% | -98.5% |
| Q1 2020 | $70,103,000 | +30646.9% | 1,291,750 | +30452.3% | 0.07% | – |
| Q3 2019 | $228,000 | -57.8% | 4,228 | -58.5% | 0.00% | -100.0% |
| Q2 2019 | $540,000 | -93.3% | 10,184 | -93.6% | 0.00% | -94.1% |
| Q4 2018 | $8,077,000 | +96.0% | 159,655 | +97.7% | 0.02% | +54.5% |
| Q1 2018 | $4,120,000 | -86.2% | 80,757 | -85.9% | 0.01% | -87.1% |
| Q4 2017 | $29,763,000 | +371.6% | 571,933 | +374.5% | 0.08% | +325.0% |
| Q3 2017 | $6,311,000 | +149.5% | 120,530 | +151.7% | 0.02% | +42.9% |
| Q1 2016 | $2,529,000 | -27.6% | 47,877 | -29.4% | 0.01% | -36.4% |
| Q4 2015 | $3,492,000 | +168.4% | 67,798 | +171.7% | 0.02% | +175.0% |
| Q3 2015 | $1,301,000 | +2.2% | 24,955 | +1.4% | 0.01% | 0.0% |
| Q2 2015 | $1,273,000 | -71.8% | 24,603 | -71.2% | 0.01% | -77.1% |
| Q1 2015 | $4,512,000 | -43.7% | 85,281 | -44.9% | 0.04% | -57.3% |
| Q3 2014 | $8,016,000 | +450.2% | 154,853 | +443.4% | 0.08% | +412.5% |
| Q1 2014 | $1,457,000 | – | 28,497 | – | 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% |