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 | $750,720 | -10.8% | 16,973 | -6.9% | 0.04% | -13.6% |
Q2 2023 | $841,463 | +20.6% | 18,229 | +22.6% | 0.04% | +10.0% |
Q1 2023 | $697,698 | -25.2% | 14,873 | -27.2% | 0.04% | -32.2% |
Q4 2022 | $933,166 | -4.9% | 20,442 | -5.6% | 0.06% | -21.3% |
Q3 2022 | $981,000 | +369.4% | 21,651 | +461.8% | 0.08% | +341.2% |
Q3 2021 | $209,000 | -53.3% | 3,854 | -53.0% | 0.02% | -39.3% |
Q2 2021 | $448,000 | +12.6% | 8,205 | +11.1% | 0.03% | -3.4% |
Q1 2021 | $398,000 | -3.9% | 7,385 | +0.1% | 0.03% | -14.7% |
Q4 2020 | $414,000 | +89.9% | 7,381 | +83.3% | 0.03% | +9.7% |
Q1 2020 | $218,000 | -42.8% | 4,026 | -43.5% | 0.03% | -31.1% |
Q4 2019 | $381,000 | – | 7,125 | – | 0.04% | – |
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% |