SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $210,000 | +1.9% | 3,845 | +0.9% | 0.02% | -5.9% |
| Q1 2021 | $206,000 | -3.3% | 3,810 | +0.4% | 0.02% | -5.6% |
| Q4 2020 | $213,000 | +3.4% | 3,796 | +3.2% | 0.02% | -5.3% |
| Q3 2020 | $206,000 | +2.5% | 3,679 | +3.1% | 0.02% | -5.0% |
| Q2 2020 | $201,000 | -11.8% | 3,570 | -16.3% | 0.02% | -9.1% |
| Q4 2019 | $228,000 | 0.0% | 4,264 | +0.9% | 0.02% | -12.0% |
| Q3 2019 | $228,000 | +0.9% | 4,227 | -1.1% | 0.02% | +4.2% |
| Q2 2019 | $226,000 | +2.7% | 4,272 | +0.8% | 0.02% | +4.3% |
| Q1 2019 | $220,000 | – | 4,240 | – | 0.02% | – |
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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% |