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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $219,000 | -5.2% | 4,576 | +0.1% | 0.02% | +10.0% |
| Q1 2022 | $231,000 | -39.5% | 4,570 | -35.4% | 0.02% | -48.7% |
| Q1 2021 | $382,000 | -75.0% | 7,076 | -74.1% | 0.04% | -77.7% |
| Q4 2020 | $1,528,000 | -0.3% | 27,276 | -1.2% | 0.18% | -7.4% |
| Q3 2020 | $1,533,000 | +208.5% | 27,596 | +212.5% | 0.19% | +112.4% |
| Q2 2020 | $497,000 | +12.2% | 8,832 | +8.3% | 0.09% | -6.3% |
| Q1 2020 | $443,000 | -52.4% | 8,157 | -53.2% | 0.10% | -46.6% |
| Q4 2019 | $931,000 | -6.0% | 17,431 | -5.2% | 0.18% | -7.3% |
| Q3 2019 | $990,000 | -99.9% | 18,389 | +14.7% | 0.19% | -2.5% |
| Q2 2019 | $849,908,000 | +129459.1% | 16,036 | +26.7% | 0.20% | +5.9% |
| Q1 2019 | $656,000 | -95.2% | 12,653 | -95.3% | 0.19% | -95.4% |
| Q4 2018 | $13,602,000 | -20.6% | 268,875 | -22.2% | 4.01% | -11.2% |
| Q3 2018 | $17,136,000 | +6176.9% | 345,485 | +6307.4% | 4.52% | +3576.4% |
| Q2 2018 | $273,000 | -87.0% | 5,392 | -86.9% | 0.12% | -84.7% |
| Q1 2018 | $2,098,000 | +157.1% | 41,153 | +162.9% | 0.81% | +150.3% |
| Q4 2017 | $816,000 | +23.6% | 15,656 | +23.9% | 0.32% | -12.7% |
| Q2 2017 | $660,000 | +292.9% | 12,638 | +290.7% | 0.37% | +192.9% |
| Q1 2017 | $168,000 | – | 3,235 | – | 0.13% | – |
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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% |