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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,771,884 | +18.2% | 80,907 | +12.2% | 0.39% | +4.6% |
| Q3 2023 | $3,189,912 | +8.2% | 72,121 | +13.0% | 0.37% | -11.0% |
| Q2 2023 | $2,947,039 | -8.1% | 63,844 | -6.6% | 0.42% | +14.2% |
| Q1 2023 | $3,207,215 | +18.3% | 68,370 | +16.8% | 0.36% | +93.1% |
| Q4 2022 | $2,710,600 | +94.0% | 58,519 | +103.1% | 0.19% | +94.8% |
| Q1 2022 | $1,397,000 | +27.8% | 28,818 | +39.0% | 0.10% | +34.7% |
| Q4 2021 | $1,093,000 | – | 20,738 | – | 0.07% | – |
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% |