SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,956 | -4.0% | 9,427 | +0.2% | 0.26% | -2.6% |
| Q2 2023 | $434,390 | -4.1% | 9,411 | -2.5% | 0.27% | -8.2% |
| Q1 2023 | $452,965 | +4.0% | 9,656 | +1.2% | 0.29% | -10.1% |
| Q4 2022 | $435,464 | -1.5% | 9,539 | -2.3% | 0.33% | -9.7% |
| Q3 2022 | $442,000 | -5.8% | 9,764 | -0.4% | 0.36% | -1.4% |
| Q2 2022 | $469,000 | -4.9% | 9,805 | +0.6% | 0.37% | +12.6% |
| Q1 2022 | $493,000 | -11.6% | 9,748 | -5.8% | 0.32% | -9.5% |
| Q4 2021 | $558,000 | +4.7% | 10,353 | +5.4% | 0.36% | +3.2% |
| Q3 2021 | $533,000 | -5.7% | 9,819 | -5.1% | 0.35% | -9.8% |
| Q2 2021 | $565,000 | -6.5% | 10,346 | -7.6% | 0.39% | -5.2% |
| Q1 2021 | $604,000 | -5.0% | 11,194 | -1.3% | 0.41% | -10.5% |
| Q4 2020 | $636,000 | +6.7% | 11,346 | +6.7% | 0.46% | -3.8% |
| Q3 2020 | $596,000 | +3.7% | 10,637 | +4.0% | 0.47% | +2.6% |
| Q2 2020 | $575,000 | +94.9% | 10,226 | +88.1% | 0.46% | +77.3% |
| Q1 2020 | $295,000 | -11.1% | 5,437 | -11.9% | 0.26% | +4.0% |
| Q4 2019 | $332,000 | -4.0% | 6,174 | -3.9% | 0.25% | -10.4% |
| Q3 2019 | $346,000 | +1.2% | 6,427 | -0.5% | 0.28% | +6.9% |
| Q2 2019 | $342,000 | -54.6% | 6,458 | -56.2% | 0.26% | -59.5% |
| Q1 2019 | $753,000 | +96.6% | 14,758 | +95.1% | 0.64% | +77.7% |
| Q4 2018 | $383,000 | -43.9% | 7,563 | -44.3% | 0.36% | -37.2% |
| Q3 2018 | $683,000 | -3.7% | 13,587 | -2.9% | 0.58% | -4.8% |
| Q2 2018 | $709,000 | -8.8% | 13,993 | -8.1% | 0.61% | -5.9% |
| Q1 2018 | $777,000 | -5.4% | 15,220 | -3.6% | 0.64% | +5.0% |
| Q4 2017 | $821,000 | +4.5% | 15,786 | +5.1% | 0.61% | -1.1% |
| Q3 2017 | $786,000 | +11.2% | 15,015 | +11.0% | 0.62% | +3.2% |
| Q2 2017 | $707,000 | -13.9% | 13,522 | -14.7% | 0.60% | -19.1% |
| Q1 2017 | $821,000 | -3.2% | 15,850 | -3.7% | 0.74% | -11.5% |
| Q4 2016 | $848,000 | -0.1% | 16,467 | +4.0% | 0.84% | -6.3% |
| Q3 2016 | $849,000 | – | 15,828 | – | 0.90% | – |
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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% |