SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,000 | -28.1% | 16,470 | -25.0% | 0.05% | -17.9% |
| Q2 2023 | $1,013,000 | +118518.3% | 21,953 | +20.6% | 0.06% | -15.2% |
| Q1 2023 | $854 | -4.2% | 18,201 | -6.8% | 0.07% | +13.8% |
| Q4 2022 | $891 | -99.9% | 19,519 | +16.1% | 0.06% | -24.7% |
| Q3 2022 | $762,000 | -34.1% | 16,815 | -21.6% | 0.08% | +16.7% |
| Q4 2021 | $1,157,000 | -0.2% | 21,461 | +0.5% | 0.07% | -15.4% |
| Q3 2021 | $1,159,000 | -0.8% | 21,355 | -0.1% | 0.08% | +1.3% |
| Q2 2021 | $1,168,000 | +1.6% | 21,387 | +1.0% | 0.08% | +92.5% |
| Q1 2021 | $1,150,000 | +10.2% | 21,166 | +13.6% | 0.04% | -11.1% |
| Q4 2020 | $1,044,000 | +0.1% | 18,628 | +0.2% | 0.04% | -13.5% |
| Q3 2020 | $1,043,000 | -0.4% | 18,594 | -0.1% | 0.05% | -10.3% |
| Q2 2020 | $1,047,000 | +3.6% | 18,621 | -0.1% | 0.06% | -22.7% |
| Q1 2020 | $1,011,000 | +66.3% | 18,637 | +63.7% | 0.08% | +63.0% |
| Q4 2019 | $608,000 | -47.9% | 11,383 | -47.5% | 0.05% | -52.1% |
| Q3 2019 | $1,167,000 | -60.0% | 21,676 | -61.4% | 0.10% | -70.5% |
| Q1 2019 | $2,914,000 | -2.8% | 56,165 | -5.2% | 0.32% | -23.3% |
| Q4 2018 | $2,997,000 | – | 59,247 | – | 0.42% | – |
Download | ||||||
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% |