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 | $41,143,299 | -10.1% | 930,213 | -6.2% | 5.15% | -0.4% |
| Q2 2023 | $45,786,681 | +17.8% | 991,913 | +19.8% | 5.17% | +56.5% |
| Q1 2023 | $38,853,881 | +65.9% | 828,264 | +61.4% | 3.30% | +37.0% |
| Q4 2022 | $23,426,672 | +7657.2% | 513,180 | +8900.0% | 2.41% | +9937.5% |
| Q4 2021 | $302,000 | -23.0% | 5,702 | -21.7% | 0.02% | -11.1% |
| Q3 2021 | $392,000 | -11.9% | 7,286 | -12.5% | 0.03% | -72.2% |
| Q4 2019 | $445,000 | -4.5% | 8,326 | -3.7% | 0.10% | -12.6% |
| Q3 2019 | $466,000 | -5.7% | 8,647 | -7.3% | 0.11% | -11.2% |
| Q2 2019 | $494,000 | -78.3% | 9,328 | -78.7% | 0.12% | -80.4% |
| Q1 2019 | $2,276,000 | +246.4% | 43,873 | +237.9% | 0.64% | +207.7% |
| Q2 2018 | $657,000 | -72.5% | 12,983 | -72.3% | 0.21% | -77.2% |
| Q1 2018 | $2,392,000 | +0.5% | 46,878 | +2.5% | 0.91% | +47.9% |
| Q4 2017 | $2,379,000 | -1.9% | 45,718 | -1.5% | 0.61% | -74.5% |
| Q3 2017 | $2,424,000 | +30200.0% | 46,416 | +27861.4% | 2.40% | +147.1% |
| Q2 2017 | $8,000 | – | 166 | – | 0.97% | – |
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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% |