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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $346,000 | -41.2% | 6,840 | -37.3% | 0.26% | +3.5% |
| Q4 2021 | $588,000 | -4.2% | 10,905 | -3.9% | 0.25% | -6.3% |
| Q3 2021 | $614,000 | -14.6% | 11,346 | -14.5% | 0.27% | -4.2% |
| Q2 2021 | $719,000 | -17.4% | 13,265 | -17.9% | 0.28% | -26.5% |
| Q1 2021 | $870,000 | -14.2% | 16,154 | -10.7% | 0.38% | -27.6% |
| Q4 2020 | $1,014,000 | -22.4% | 18,091 | -22.4% | 0.53% | -72.1% |
| Q3 2020 | $1,307,000 | -7.0% | 23,303 | -6.7% | 1.91% | +108.9% |
| Q2 2020 | $1,405,000 | -14.1% | 24,989 | -17.1% | 0.91% | -50.1% |
| Q1 2020 | $1,635,000 | -10.9% | 30,131 | -12.3% | 1.83% | +89.3% |
| Q4 2019 | $1,836,000 | -20.3% | 34,361 | -19.7% | 0.97% | -30.0% |
| Q3 2019 | $2,304,000 | +36.5% | 42,783 | +34.3% | 1.38% | +35.5% |
| Q2 2019 | $1,688,000 | – | 31,847 | – | 1.02% | – |
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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% |