SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,044,620 | -4.5% | 46,227 | -0.3% | 0.85% | -4.3% |
| Q2 2023 | $2,140,070 | +87321.2% | 46,362 | -11.1% | 0.89% | -20.3% |
| Q1 2023 | $2,448 | +16.1% | 52,180 | +12.9% | 1.12% | +9.3% |
| Q4 2022 | $2,109 | -99.9% | 46,207 | +10.0% | 1.02% | -32.9% |
| Q3 2022 | $1,903,000 | -26.1% | 41,990 | -22.0% | 1.52% | +42.8% |
| Q2 2022 | $2,576,000 | +15.9% | 53,808 | +22.4% | 1.07% | +24.4% |
| Q1 2022 | $2,223,000 | +1.1% | 43,964 | +7.8% | 0.86% | -10.6% |
| Q4 2021 | $2,199,000 | -3.5% | 40,796 | -2.8% | 0.96% | -8.4% |
| Q3 2021 | $2,278,000 | -4.4% | 41,979 | -3.8% | 1.05% | -8.6% |
| Q2 2021 | $2,384,000 | +17.6% | 43,657 | +16.1% | 1.15% | +24.7% |
| Q1 2021 | $2,028,000 | +14.5% | 37,592 | +19.8% | 0.92% | +13.2% |
| Q4 2020 | $1,771,000 | +3.6% | 31,366 | +2.8% | 0.81% | -15.2% |
| Q3 2020 | $1,710,000 | -5.1% | 30,500 | -4.8% | 0.96% | -14.2% |
| Q2 2020 | $1,802,000 | -7.6% | 32,043 | -12.2% | 1.12% | -11.8% |
| Q4 2019 | $1,950,000 | – | 36,505 | – | 1.27% | – |
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% |