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 | $22,248 | -4.2% | 503 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,219 | -1.6% | 503 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,596 | +2.8% | 503 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $22,962 | -0.2% | 503 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $23,000 | -4.2% | 503 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | -4.0% | 506 | +0.6% | 0.01% | -45.5% |
| Q1 2022 | $25,000 | -10.7% | 503 | -3.5% | 0.01% | +37.5% |
| Q4 2021 | $28,000 | 0.0% | 521 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $28,000 | -24.3% | 521 | -22.7% | 0.01% | -30.8% |
| Q2 2021 | $37,000 | +2.8% | 674 | 0.0% | 0.01% | -18.8% |
| Q1 2021 | $36,000 | -5.3% | 674 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $38,000 | -22.4% | 674 | -23.4% | 0.02% | -32.0% |
| Q3 2020 | $49,000 | 0.0% | 880 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $49,000 | -10.9% | 880 | -13.1% | 0.03% | -25.0% |
| Q1 2020 | $55,000 | -36.8% | 1,013 | -38.0% | 0.04% | -20.0% |
| Q4 2019 | $87,000 | -4.4% | 1,633 | -3.6% | 0.04% | -8.2% |
| Q3 2019 | $91,000 | -20.2% | 1,694 | -21.2% | 0.05% | -21.0% |
| Q2 2019 | $114,000 | +1.8% | 2,151 | -0.7% | 0.06% | 0.0% |
| Q1 2019 | $112,000 | -17.6% | 2,166 | -19.7% | 0.06% | -27.1% |
| Q4 2018 | $136,000 | -8.7% | 2,696 | -8.8% | 0.08% | +2.4% |
| Q3 2018 | $149,000 | -2.0% | 2,956 | -1.6% | 0.08% | -5.7% |
| Q2 2018 | $152,000 | -12.1% | 3,004 | -11.3% | 0.09% | -14.6% |
| Q1 2018 | $173,000 | -4.9% | 3,388 | -2.9% | 0.10% | -1.9% |
| Q4 2017 | $182,000 | -0.5% | 3,489 | 0.0% | 0.10% | -5.4% |
| Q3 2017 | $183,000 | -48.7% | 3,489 | -49.7% | 0.11% | -58.1% |
| Q4 2016 | $357,000 | -11.9% | 6,933 | -8.1% | 0.26% | -14.0% |
| Q3 2016 | $405,000 | -19.6% | 7,540 | -19.7% | 0.31% | -25.1% |
| Q2 2016 | $504,000 | -61.2% | 9,384 | -61.8% | 0.41% | -23.5% |
| Q1 2016 | $1,298,000 | -1.5% | 24,558 | -4.0% | 0.54% | -52.6% |
| Q4 2015 | $1,318,000 | – | 25,592 | – | 1.13% | – |
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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% |