SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,783,571 | -2.3% | 62,934 | +1.9% | 0.93% | +1.6% |
| Q2 2023 | $2,850,057 | -4.1% | 61,743 | -2.5% | 0.91% | -16.0% |
| Q1 2023 | $2,971,842 | +9.2% | 63,352 | +6.3% | 1.08% | -0.3% |
| Q4 2022 | $2,721,060 | +34.0% | 59,607 | +33.0% | 1.09% | +30.5% |
| Q3 2022 | $2,031,000 | +0.6% | 44,832 | +6.3% | 0.83% | +4.1% |
| Q2 2022 | $2,018,000 | -11.4% | 42,156 | -6.4% | 0.80% | +4.2% |
| Q1 2022 | $2,277,000 | -12.8% | 45,036 | -7.1% | 0.77% | -10.4% |
| Q4 2021 | $2,612,000 | +4.7% | 48,461 | +5.4% | 0.86% | -5.3% |
| Q3 2021 | $2,495,000 | +37.2% | 45,986 | +38.1% | 0.91% | +14.8% |
| Q2 2021 | $1,818,000 | +15.2% | 33,290 | +13.8% | 0.79% | +12.9% |
| Q1 2021 | $1,578,000 | -2.8% | 29,254 | +0.9% | 0.70% | -11.6% |
| Q4 2020 | $1,624,000 | +9.4% | 28,984 | +9.5% | 0.79% | -9.7% |
| Q3 2020 | $1,485,000 | +1.8% | 26,475 | +2.0% | 0.88% | -16.3% |
| Q2 2020 | $1,459,000 | +88.0% | 25,949 | +81.5% | 1.05% | +104.3% |
| Q1 2020 | $776,000 | +19.2% | 14,299 | +17.4% | 0.51% | +36.9% |
| Q4 2019 | $651,000 | – | 12,175 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |