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 | $55,447,000 | +2556.8% | 1,096,434 | +2732.1% | 1.31% | +2379.2% |
| Q4 2021 | $2,087,000 | +24.1% | 38,714 | +24.9% | 0.05% | +6.0% |
| Q3 2021 | $1,682,000 | -2.0% | 30,990 | -1.5% | 0.05% | -18.0% |
| Q2 2021 | $1,717,000 | +8.7% | 31,449 | +7.4% | 0.06% | -22.8% |
| Q1 2021 | $1,580,000 | +42.5% | 29,293 | +48.0% | 0.08% | -4.8% |
| Q4 2020 | $1,109,000 | +5.1% | 19,793 | +5.2% | 0.08% | -12.6% |
| Q3 2020 | $1,055,000 | -4.7% | 18,816 | -4.4% | 0.10% | -43.1% |
| Q2 2020 | $1,107,000 | +46.4% | 19,689 | +44.6% | 0.17% | -23.0% |
| Q1 2020 | $756,000 | +150.3% | 13,613 | +141.2% | 0.22% | +68.2% |
| Q4 2019 | $302,000 | +25.3% | 5,645 | +26.1% | 0.13% | +9.3% |
| Q3 2019 | $241,000 | – | 4,475 | – | 0.12% | – |
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% |