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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,761 | -4.2% | 5,986 | -0.1% | 0.18% | -6.9% |
| Q2 2023 | $276,498 | -2.5% | 5,990 | -0.9% | 0.19% | -9.6% |
| Q1 2023 | $283,618 | -1.5% | 6,046 | -4.0% | 0.21% | -5.4% |
| Q4 2022 | $288,000 | +0.7% | 6,300 | -0.2% | 0.22% | -5.6% |
| Q3 2022 | $286,000 | -3.4% | 6,313 | +2.2% | 0.23% | 0.0% |
| Q2 2022 | $296,000 | +2.8% | 6,176 | +8.3% | 0.23% | +18.2% |
| Q1 2022 | $288,000 | -7.7% | 5,703 | -1.4% | 0.20% | 0.0% |
| Q4 2021 | $312,000 | -0.6% | 5,782 | +0.0% | 0.20% | -10.0% |
| Q3 2021 | $314,000 | -36.2% | 5,781 | -35.9% | 0.22% | -35.3% |
| Q2 2021 | $492,000 | -0.4% | 9,016 | -1.5% | 0.34% | -4.0% |
| Q1 2021 | $494,000 | +7.2% | 9,153 | +11.3% | 0.35% | -2.5% |
| Q4 2020 | $461,000 | +38.9% | 8,223 | +38.8% | 0.36% | +24.7% |
| Q3 2020 | $332,000 | +65.2% | 5,923 | +66.1% | 0.29% | +55.6% |
| Q2 2020 | $201,000 | -11.5% | 3,566 | -14.3% | 0.19% | -26.4% |
| Q1 2020 | $227,000 | +2.3% | 4,159 | +0.4% | 0.25% | +35.8% |
| Q4 2019 | $222,000 | +0.9% | 4,141 | +0.4% | 0.19% | -1.1% |
| Q3 2019 | $220,000 | 0.0% | 4,124 | +0.7% | 0.19% | -6.0% |
| Q2 2019 | $220,000 | +4.8% | 4,097 | +0.4% | 0.20% | +5.8% |
| Q1 2019 | $210,000 | +2.4% | 4,080 | +0.7% | 0.19% | -9.5% |
| Q4 2018 | $205,000 | -28.8% | 4,053 | -28.9% | 0.21% | -14.3% |
| Q2 2018 | $288,000 | -6.2% | 5,703 | -6.2% | 0.24% | -7.9% |
| Q1 2018 | $307,000 | -2.2% | 6,080 | +0.4% | 0.27% | -7.3% |
| Q4 2017 | $314,000 | – | 6,054 | – | 0.29% | – |
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% |