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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $222 | -99.9% | 4,856 | +0.9% | 0.14% | -6.0% |
| Q3 2022 | $218,000 | -4.8% | 4,811 | +0.6% | 0.15% | -3.2% |
| Q2 2022 | $229,000 | +573.5% | 4,781 | +0.6% | 0.16% | +675.0% |
| Q1 2022 | $34,000 | -86.5% | 4,753 | +2.5% | 0.02% | -88.0% |
| Q1 2021 | $251,000 | -3.5% | 4,635 | 0.0% | 0.17% | -12.1% |
| Q4 2020 | $260,000 | +0.8% | 4,635 | +0.8% | 0.19% | -15.6% |
| Q3 2020 | $258,000 | +0.4% | 4,600 | +0.6% | 0.22% | -3.4% |
| Q2 2020 | $257,000 | +4.0% | 4,573 | +0.6% | 0.23% | -6.0% |
| Q1 2020 | $247,000 | +2.1% | 4,544 | +0.4% | 0.25% | +34.8% |
| Q4 2019 | $242,000 | +0.4% | 4,524 | +0.9% | 0.18% | -7.1% |
| Q3 2019 | $241,000 | +2.1% | 4,483 | +0.7% | 0.20% | -1.0% |
| Q2 2019 | $236,000 | +3.1% | 4,452 | +0.7% | 0.20% | +2.6% |
| Q1 2019 | $229,000 | +1.3% | 4,419 | -1.3% | 0.20% | -11.0% |
| Q4 2018 | $226,000 | +1.3% | 4,477 | +0.9% | 0.22% | +11.7% |
| Q3 2018 | $223,000 | +5.2% | 4,435 | +5.7% | 0.20% | +2.1% |
| Q2 2018 | $212,000 | -0.9% | 4,194 | 0.0% | 0.19% | -1.0% |
| Q1 2018 | $214,000 | +5.9% | 4,194 | +8.1% | 0.19% | +14.8% |
| Q4 2017 | $202,000 | – | 3,878 | – | 0.17% | – |
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% |