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 2022 | $3,782,000 | -10.5% | 83,462 | -5.4% | 0.63% | -4.7% |
| Q2 2022 | $4,225,000 | -8.5% | 88,255 | -3.4% | 0.66% | +16.6% |
| Q1 2022 | $4,620,000 | -10.9% | 91,361 | -5.1% | 0.57% | -7.4% |
| Q4 2021 | $5,188,000 | +5.9% | 96,258 | +6.6% | 0.61% | -9.6% |
| Q3 2021 | $4,897,000 | -2.6% | 90,256 | -2.0% | 0.68% | -2.4% |
| Q2 2021 | $5,029,000 | +1.7% | 92,109 | +0.4% | 0.69% | -10.2% |
| Q1 2021 | $4,947,000 | -4.1% | 91,705 | -0.3% | 0.77% | -9.1% |
| Q4 2020 | $5,156,000 | +4.4% | 92,017 | +4.5% | 0.85% | -7.4% |
| Q3 2020 | $4,939,000 | -7.9% | 88,070 | -7.6% | 0.92% | -18.5% |
| Q2 2020 | $5,360,000 | +1.1% | 95,306 | -2.4% | 1.13% | -20.3% |
| Q1 2020 | $5,301,000 | +3.5% | 97,676 | +1.9% | 1.41% | +20.4% |
| Q4 2019 | $5,122,000 | -0.3% | 95,873 | +0.5% | 1.17% | -8.1% |
| Q3 2019 | $5,139,000 | +3.2% | 95,439 | +1.6% | 1.28% | -4.4% |
| Q2 2019 | $4,980,000 | +1.8% | 93,959 | -0.4% | 1.34% | +0.2% |
| Q1 2019 | $4,894,000 | +11.9% | 94,327 | +9.1% | 1.33% | -1.3% |
| Q4 2018 | $4,375,000 | +7.6% | 86,472 | +6.9% | 1.35% | +7.0% |
| Q3 2018 | $4,065,000 | -0.1% | 80,894 | +0.7% | 1.26% | -10.0% |
| Q2 2018 | $4,070,000 | +17.5% | 80,369 | +18.4% | 1.40% | +17.6% |
| Q1 2018 | $3,463,000 | +15.9% | 67,880 | +18.2% | 1.19% | +15.4% |
| Q4 2017 | $2,988,000 | +16.8% | 57,412 | +17.5% | 1.03% | +6.1% |
| Q3 2017 | $2,559,000 | +26.4% | 48,864 | +26.1% | 0.97% | +15.0% |
| Q2 2017 | $2,024,000 | +85.7% | 38,746 | +84.1% | 0.85% | +74.3% |
| Q1 2017 | $1,090,000 | +98.2% | 21,041 | +97.1% | 0.49% | +75.5% |
| Q4 2016 | $550,000 | +137.1% | 10,676 | +146.9% | 0.28% | +134.7% |
| Q3 2016 | $232,000 | +1121.1% | 4,324 | +1128.4% | 0.12% | +1080.0% |
| Q2 2016 | $19,000 | -5.0% | 352 | -8.3% | 0.01% | -16.7% |
| Q1 2016 | $20,000 | +17.6% | 384 | +13.9% | 0.01% | +20.0% |
| Q4 2015 | $17,000 | +88.9% | 337 | +99.4% | 0.01% | +66.7% |
| Q3 2015 | $9,000 | – | 169 | – | 0.01% | – |
Download | ||||||
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% |