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 | $536,383 | +34.4% | 12,448 | +41.6% | 0.01% | +50.0% |
| Q2 2023 | $399,197 | -0.6% | 8,791 | +1.9% | 0.01% | 0.0% |
| Q1 2023 | $401,501 | +1.0% | 8,627 | +1.2% | 0.01% | 0.0% |
| Q4 2022 | $397,436 | -59.2% | 8,525 | -60.7% | 0.01% | -65.2% |
| Q3 2022 | $975,000 | +2.3% | 21,697 | +8.5% | 0.02% | +9.5% |
| Q2 2022 | $953,000 | -9.6% | 20,000 | -6.7% | 0.02% | 0.0% |
| Q1 2022 | $1,054,000 | -1.8% | 21,436 | +6.1% | 0.02% | +16.7% |
| Q4 2021 | $1,073,000 | +11.7% | 20,210 | +14.0% | 0.02% | +5.9% |
| Q3 2021 | $961,000 | +3.1% | 17,728 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $932,000 | – | 17,070 | – | 0.02% | – |
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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% |