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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $38,000 | -5.0% | 750 | 0.0% | 0.07% | +21.3% |
| Q4 2021 | $40,000 | -2.4% | 750 | 0.0% | 0.06% | -7.6% |
| Q3 2021 | $41,000 | 0.0% | 750 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $41,000 | +2.5% | 750 | 0.0% | 0.07% | -5.6% |
| Q1 2021 | $40,000 | -4.8% | 750 | 0.0% | 0.07% | -5.3% |
| Q4 2020 | $42,000 | 0.0% | 750 | 0.0% | 0.08% | -10.6% |
| Q3 2020 | $42,000 | +13.5% | 750 | +13.3% | 0.08% | +7.6% |
| Q2 2020 | $37,000 | +640.0% | 662 | +524.5% | 0.08% | +887.5% |
| Q1 2019 | $5,000 | -95.3% | 106 | -95.0% | 0.01% | -95.4% |
| Q4 2018 | $107,000 | +3.9% | 2,122 | +3.2% | 0.17% | +16.1% |
| Q3 2018 | $103,000 | -1.9% | 2,057 | 0.0% | 0.15% | +115.9% |
| Q2 2018 | $105,000 | 0.0% | 2,057 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $105,000 | -22.8% | 2,057 | -21.2% | 0.07% | -23.3% |
| Q4 2017 | $136,000 | -0.7% | 2,609 | 0.0% | 0.09% | -3.2% |
| Q3 2017 | $137,000 | +0.7% | 2,609 | 0.0% | 0.09% | -10.6% |
| Q2 2017 | $136,000 | – | 2,609 | – | 0.10% | – |
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% |