SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,450 | -4.5% | 28,769 | -0.4% | 0.21% | -2.3% |
| Q2 2023 | $1,332,899 | +11.5% | 28,876 | +13.3% | 0.22% | +1.9% |
| Q1 2023 | $1,195,826 | +2.1% | 25,492 | -0.7% | 0.21% | -5.8% |
| Q4 2022 | $1,171,525 | +119.8% | 25,663 | +118.4% | 0.22% | +100.9% |
| Q3 2022 | $533,000 | -10.4% | 11,753 | -5.4% | 0.11% | -11.1% |
| Q2 2022 | $595,000 | -5.3% | 12,428 | 0.0% | 0.13% | +6.8% |
| Q1 2022 | $628,000 | -6.3% | 12,428 | 0.0% | 0.12% | -8.5% |
| Q4 2021 | $670,000 | +3250.0% | 12,428 | +3196.6% | 0.13% | +3125.0% |
| Q3 2021 | $20,000 | -92.5% | 377 | -92.4% | 0.00% | -93.8% |
| Q1 2021 | $266,000 | -3.3% | 4,931 | +0.3% | 0.06% | -5.8% |
| Q4 2020 | $275,000 | +1.5% | 4,914 | +1.8% | 0.07% | -29.6% |
| Q3 2020 | $271,000 | 0.0% | 4,826 | +0.4% | 0.10% | -6.7% |
| Q2 2020 | $271,000 | +4.6% | 4,809 | +0.8% | 0.10% | -12.5% |
| Q1 2020 | $259,000 | -4.1% | 4,772 | -5.4% | 0.12% | +22.4% |
| Q4 2019 | $270,000 | -5.9% | 5,044 | -5.1% | 0.10% | -12.5% |
| Q3 2019 | $287,000 | +2.5% | 5,317 | +0.7% | 0.11% | +0.9% |
| Q2 2019 | $280,000 | +4.9% | 5,282 | +2.7% | 0.11% | 0.0% |
| Q1 2019 | $267,000 | +3.1% | 5,142 | +0.5% | 0.11% | -14.6% |
| Q4 2018 | $259,000 | – | 5,118 | – | 0.13% | – |
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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% |