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 | $298,295 | -15.0% | 6,744 | -11.3% | 0.03% | -14.3% |
| Q2 2023 | $350,917 | +11.8% | 7,602 | +13.6% | 0.04% | +6.1% |
| Q1 2023 | $313,799 | +1.5% | 6,689 | -1.3% | 0.03% | -5.7% |
| Q4 2022 | $309,289 | +5.9% | 6,775 | +5.2% | 0.04% | -10.3% |
| Q3 2022 | $292,000 | +2.8% | 6,443 | +8.5% | 0.04% | +2.6% |
| Q2 2022 | $284,000 | -11.0% | 5,937 | -6.0% | 0.04% | -2.6% |
| Q1 2022 | $319,000 | -3.0% | 6,313 | +3.4% | 0.04% | 0.0% |
| Q4 2021 | $329,000 | +1.9% | 6,104 | +2.6% | 0.04% | -13.3% |
| Q3 2021 | $323,000 | +5.2% | 5,949 | +5.7% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | -1.6% | 5,629 | -2.7% | 0.04% | -11.8% |
| Q1 2021 | $312,000 | -6.9% | 5,784 | -3.2% | 0.05% | -17.7% |
| Q4 2020 | $335,000 | -2.0% | 5,978 | -2.0% | 0.06% | -17.3% |
| Q3 2020 | $342,000 | -16.0% | 6,103 | -15.7% | 0.08% | -16.7% |
| Q2 2020 | $407,000 | -1.5% | 7,236 | -5.4% | 0.09% | +30.4% |
| Q1 2020 | $413,000 | -11.8% | 7,648 | -16.1% | 0.07% | +23.2% |
| Q4 2019 | $468,000 | – | 9,116 | – | 0.06% | – |
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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% |