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 | $1,190,919 | +28.3% | 26,925 | +33.9% | 0.04% | +33.3% |
Q2 2023 | $927,906 | +13.7% | 20,101 | +15.6% | 0.03% | +7.1% |
Q1 2023 | $815,765 | +4.6% | 17,390 | +1.8% | 0.03% | -17.6% |
Q4 2022 | $779,930 | +7.0% | 17,085 | +6.2% | 0.03% | 0.0% |
Q3 2022 | $729,000 | -18.9% | 16,082 | -14.3% | 0.03% | -17.1% |
Q2 2022 | $899,000 | +0.3% | 18,772 | +5.9% | 0.04% | +13.9% |
Q1 2022 | $896,000 | -13.6% | 17,721 | -7.9% | 0.04% | -5.3% |
Q4 2021 | $1,037,000 | -3.3% | 19,234 | -2.6% | 0.04% | -11.6% |
Q3 2021 | $1,072,000 | -22.8% | 19,750 | -22.3% | 0.04% | -27.1% |
Q2 2021 | $1,388,000 | -2.5% | 25,416 | -3.6% | 0.06% | -11.9% |
Q1 2021 | $1,423,000 | +10.1% | 26,377 | +14.3% | 0.07% | -4.3% |
Q4 2020 | $1,293,000 | +21.1% | 23,076 | +21.2% | 0.07% | +6.1% |
Q3 2020 | $1,068,000 | +17.2% | 19,036 | +17.5% | 0.07% | +11.9% |
Q2 2020 | $911,000 | +7.6% | 16,206 | +3.7% | 0.06% | -14.5% |
Q1 2020 | $847,000 | -5.4% | 15,625 | -6.7% | 0.07% | +3.0% |
Q4 2019 | $895,000 | -34.3% | 16,743 | -33.8% | 0.07% | -42.7% |
Q3 2019 | $1,363,000 | +25.7% | 25,308 | +23.7% | 0.12% | +10.4% |
Q2 2019 | $1,084,000 | +10.4% | 20,459 | +8.1% | 0.11% | -3.6% |
Q1 2019 | $982,000 | +1209.3% | 18,924 | +1173.5% | 0.11% | +1000.0% |
Q4 2018 | $75,000 | +23.0% | 1,486 | +22.4% | 0.01% | +25.0% |
Q3 2018 | $61,000 | +3.4% | 1,214 | +3.1% | 0.01% | 0.0% |
Q2 2018 | $59,000 | +51.3% | 1,177 | +52.9% | 0.01% | +33.3% |
Q1 2018 | $39,000 | +18.2% | 770 | +20.3% | 0.01% | +20.0% |
Q4 2017 | $33,000 | 0.0% | 640 | +0.6% | 0.01% | -16.7% |
Q3 2017 | $33,000 | -61.2% | 636 | -60.8% | 0.01% | -62.5% |
Q2 2017 | $85,000 | +254.2% | 1,623 | +241.0% | 0.02% | +700.0% |
Q1 2017 | $24,000 | +20.0% | 476 | +22.7% | 0.00% | -60.0% |
Q4 2016 | $20,000 | – | 388 | – | 0.01% | – |
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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% |