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 | $4,218,793 | +108.3% | 95,383 | +117.4% | 0.28% | +93.1% |
Q2 2023 | $2,024,927 | +15.2% | 43,867 | +17.0% | 0.14% | +6.7% |
Q1 2023 | $1,758,191 | -34.8% | 37,480 | -36.6% | 0.14% | -40.0% |
Q4 2022 | $2,697,246 | +3.1% | 59,085 | +2.4% | 0.22% | -18.2% |
Q3 2022 | $2,615,000 | -40.7% | 57,706 | -37.4% | 0.28% | -31.2% |
Q2 2022 | $4,410,000 | -29.3% | 92,115 | -25.3% | 0.40% | -20.9% |
Q1 2022 | $6,235,000 | +94.2% | 123,294 | +107.0% | 0.51% | +119.0% |
Q4 2021 | $3,211,000 | +584.6% | 59,568 | +589.4% | 0.23% | +477.5% |
Q3 2021 | $469,000 | +14.7% | 8,640 | +15.4% | 0.04% | +11.1% |
Q2 2021 | $409,000 | -5.5% | 7,488 | -6.6% | 0.04% | -21.7% |
Q1 2021 | $433,000 | -15.8% | 8,020 | -12.6% | 0.05% | -35.2% |
Q4 2020 | $514,000 | +13.7% | 9,171 | +13.8% | 0.07% | -35.5% |
Q3 2020 | $452,000 | +8.1% | 8,060 | +8.4% | 0.11% | -14.1% |
Q2 2020 | $418,000 | +9.1% | 7,438 | +5.3% | 0.13% | -52.8% |
Q1 2020 | $383,000 | +1.9% | 7,063 | +0.3% | 0.27% | +27.2% |
Q4 2019 | $376,000 | -17.0% | 7,045 | -16.2% | 0.21% | +23.1% |
Q3 2019 | $453,000 | +19.2% | 8,406 | +17.1% | 0.17% | +13.8% |
Q2 2019 | $380,000 | +33.8% | 7,179 | +31.3% | 0.15% | -0.7% |
Q1 2019 | $284,000 | – | 5,469 | – | 0.15% | – |
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% |