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 | $102,105 | -44.6% | 2,308 | -42.2% | 0.07% | -41.9% |
| Q2 2023 | $184,465 | -0.8% | 3,996 | +0.8% | 0.12% | +1.6% |
| Q1 2023 | $186,021 | +109.2% | 3,965 | +103.6% | 0.12% | +79.4% |
| Q4 2022 | $88,900 | +2.2% | 1,947 | +0.9% | 0.07% | +9.7% |
| Q3 2022 | $87,000 | -5.4% | 1,929 | +0.6% | 0.06% | +1.6% |
| Q2 2022 | $92,000 | +26.0% | 1,917 | +32.5% | 0.06% | +52.5% |
| Q1 2022 | $73,000 | -44.3% | 1,447 | -40.7% | 0.04% | -35.5% |
| Q3 2019 | $131,000 | +10.1% | 2,442 | +8.4% | 0.06% | +6.9% |
| Q2 2019 | $119,000 | +643.8% | 2,252 | +631.2% | 0.06% | +625.0% |
| Q1 2019 | $16,000 | +100.0% | 308 | +97.4% | 0.01% | +60.0% |
| Q4 2018 | $8,000 | – | 156 | – | 0.01% | – |
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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% |