SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002,562 | +33.4% | 22,667 | +39.2% | 0.20% | +39.0% |
| Q2 2023 | $751,716 | -2.3% | 16,285 | -0.7% | 0.14% | -10.2% |
| Q1 2023 | $769,137 | +63.8% | 16,396 | +59.4% | 0.16% | +46.7% |
| Q4 2022 | $469,602 | -4.9% | 10,287 | -5.6% | 0.11% | -17.7% |
| Q3 2022 | $494,000 | -0.6% | 10,897 | +5.1% | 0.13% | +2.4% |
| Q2 2022 | $497,000 | -19.8% | 10,372 | -15.3% | 0.13% | -12.4% |
| Q1 2022 | $620,000 | -9.9% | 12,252 | -4.0% | 0.14% | -12.7% |
| Q4 2021 | $688,000 | -2.1% | 12,762 | -1.4% | 0.17% | -13.1% |
| Q3 2021 | $703,000 | +1.2% | 12,947 | +1.7% | 0.19% | +1.1% |
| Q2 2021 | $695,000 | -2.8% | 12,727 | -4.0% | 0.19% | -14.5% |
| Q1 2021 | $715,000 | -8.6% | 13,262 | -5.0% | 0.22% | -17.8% |
| Q4 2020 | $782,000 | 0.0% | 13,962 | +0.2% | 0.27% | -14.1% |
| Q3 2020 | $782,000 | +13.8% | 13,937 | +14.1% | 0.31% | +9.1% |
| Q2 2020 | $687,000 | +3.6% | 12,217 | 0.0% | 0.29% | -11.4% |
| Q1 2020 | $663,000 | -25.2% | 12,217 | -26.3% | 0.32% | -23.9% |
| Q4 2019 | $886,000 | -4.7% | 16,586 | -3.9% | 0.43% | -19.5% |
| Q3 2019 | $930,000 | -56.9% | 17,261 | -57.6% | 0.53% | -58.4% |
| Q2 2019 | $2,158,000 | +16.6% | 40,723 | +14.2% | 1.27% | +7.4% |
| Q1 2019 | $1,851,000 | -50.8% | 35,672 | -52.0% | 1.18% | -57.0% |
| Q4 2018 | $3,759,000 | – | 74,298 | – | 2.76% | – |
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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% |