SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,764,733 | +8.8% | 39,899 | +13.6% | 0.36% | +19.3% |
| Q2 2023 | $1,621,924 | -23.4% | 35,137 | -22.2% | 0.31% | -28.7% |
| Q1 2023 | $2,117,987 | +36.8% | 45,150 | +33.1% | 0.43% | +106.2% |
| Q4 2022 | $1,547,996 | +2.2% | 33,910 | +1.4% | 0.21% | -43.6% |
| Q3 2022 | $1,515,000 | -35.9% | 33,440 | -32.3% | 0.37% | -23.1% |
| Q2 2022 | $2,363,000 | +37.7% | 49,368 | +45.5% | 0.48% | +56.9% |
| Q1 2022 | $1,716,000 | +24414.3% | 33,923 | +27038.4% | 0.31% | +30500.0% |
| Q4 2021 | $7,000 | 0.0% | 125 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | +16.7% | 123 | +11.8% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 110 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 111 | +4.7% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -14.3% | 106 | -13.1% | 0.00% | -33.3% |
| Q1 2020 | $7,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +75.0% | 122 | +54.4% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | – | 79 | – | 0.00% | – |
Download | ||||||
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% |