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 | $965,658 | -7.7% | 21,833 | -3.6% | 0.30% | +0.3% |
Q2 2023 | $1,045,729 | -32.4% | 22,654 | -33.6% | 0.30% | -41.6% |
Q3 2022 | $1,546,000 | -4.3% | 34,141 | +1.1% | 0.51% | +0.8% |
Q2 2022 | $1,615,000 | -19.2% | 33,756 | -14.6% | 0.50% | -6.5% |
Q1 2022 | $1,999,000 | -38.3% | 39,534 | -34.2% | 0.54% | -1.6% |
Q4 2021 | $3,238,000 | -1.0% | 60,080 | -0.4% | 0.55% | -15.1% |
Q3 2021 | $3,272,000 | +8.2% | 60,317 | +8.9% | 0.64% | +2.2% |
Q2 2021 | $3,024,000 | -16.5% | 55,391 | -14.3% | 0.63% | -32.3% |
Q4 2020 | $3,621,000 | -6.8% | 64,643 | -6.7% | 0.93% | -18.0% |
Q3 2020 | $3,886,000 | +12.3% | 69,299 | +12.7% | 1.13% | +36.3% |
Q2 2020 | $3,459,000 | +51.0% | 61,509 | +45.7% | 0.83% | +6.4% |
Q1 2020 | $2,291,000 | +36.5% | 42,215 | +34.3% | 0.78% | +65.7% |
Q4 2019 | $1,679,000 | – | 31,439 | – | 0.47% | – |
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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% |