SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,264 | -8.5% | 12,034 | -4.5% | 0.12% | -6.9% |
| Q2 2023 | $581,478 | +7.3% | 12,597 | +9.0% | 0.13% | +2.4% |
| Q1 2023 | $542,139 | +113.8% | 11,557 | +108.1% | 0.13% | +92.4% |
| Q4 2022 | $253,540 | -4.7% | 5,554 | -5.4% | 0.07% | -8.3% |
| Q3 2022 | $266,000 | -5.3% | 5,869 | 0.0% | 0.07% | +9.1% |
| Q2 2022 | $281,000 | +13.3% | 5,869 | +19.6% | 0.07% | +29.4% |
| Q1 2022 | $248,000 | -17.1% | 4,906 | -11.5% | 0.05% | -16.4% |
| Q4 2021 | $299,000 | -10.5% | 5,541 | -9.9% | 0.06% | -16.4% |
| Q3 2021 | $334,000 | -16.3% | 6,148 | -15.9% | 0.07% | -18.9% |
| Q2 2021 | $399,000 | +7.3% | 7,309 | +6.1% | 0.09% | 0.0% |
| Q1 2021 | $372,000 | -4.1% | 6,888 | -0.5% | 0.09% | -8.2% |
| Q4 2020 | $388,000 | +1.0% | 6,921 | +1.1% | 0.10% | -9.3% |
| Q3 2020 | $384,000 | -0.3% | 6,845 | 0.0% | 0.11% | -10.7% |
| Q2 2020 | $385,000 | – | 6,845 | – | 0.12% | – |
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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% |