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 | $55,000 | -6.8% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $59,000 | 0.0% | 1,095 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $59,000 | -1.7% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $60,000 | +1.7% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | -6.3% | 1,095 | -2.4% | 0.01% | -18.2% |
| Q4 2020 | $63,000 | -6.0% | 1,122 | -5.9% | 0.01% | -21.4% |
| Q3 2020 | $67,000 | -2.9% | 1,192 | -2.7% | 0.01% | -6.7% |
| Q2 2020 | $69,000 | -51.4% | 1,225 | -53.1% | 0.02% | -16.7% |
| Q1 2020 | $142,000 | -90.3% | 2,610 | -91.0% | 0.02% | -95.6% |
| Q4 2018 | $1,465,000 | -18.7% | 28,964 | -19.2% | 0.41% | -12.7% |
| Q3 2018 | $1,801,000 | +1.6% | 35,831 | +2.4% | 0.47% | +3.7% |
| Q2 2018 | $1,772,000 | +125.4% | 34,984 | +127.0% | 0.46% | +142.0% |
| Q1 2018 | $786,000 | +8.3% | 15,411 | +10.5% | 0.19% | -7.8% |
| Q4 2017 | $726,000 | – | 13,950 | – | 0.20% | – |
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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% |