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 2023 | $1,244 | +5.2% | 26,516 | +2.4% | 0.51% | -3.0% |
| Q4 2022 | $1,182 | -99.9% | 25,888 | -2.1% | 0.53% | -7.7% |
| Q3 2022 | $1,198,000 | -2.5% | 26,442 | +3.0% | 0.57% | +1.2% |
| Q2 2022 | $1,229,000 | -34.7% | 25,679 | -31.0% | 0.56% | -26.8% |
| Q1 2022 | $1,881,000 | -4.6% | 37,190 | +1.7% | 0.77% | +0.1% |
| Q4 2021 | $1,971,000 | +2.4% | 36,571 | +3.2% | 0.77% | -4.1% |
| Q3 2021 | $1,924,000 | +4.4% | 35,450 | +5.0% | 0.80% | +0.4% |
| Q2 2021 | $1,843,000 | +17.8% | 33,758 | +16.4% | 0.80% | -6.7% |
| Q1 2021 | $1,564,000 | +0.8% | 28,997 | +4.7% | 0.86% | -7.3% |
| Q4 2020 | $1,552,000 | +1.4% | 27,693 | +1.5% | 0.92% | -10.7% |
| Q3 2020 | $1,530,000 | +0.2% | 27,288 | +0.5% | 1.03% | -10.1% |
| Q2 2020 | $1,527,000 | +4.4% | 27,157 | +0.8% | 1.15% | -10.0% |
| Q1 2020 | $1,462,000 | +3.3% | 26,933 | +1.7% | 1.28% | +9.3% |
| Q4 2019 | $1,415,000 | +2.6% | 26,482 | +3.4% | 1.17% | -4.6% |
| Q3 2019 | $1,379,000 | +7.1% | 25,599 | +5.5% | 1.22% | +3.1% |
| Q2 2019 | $1,287,000 | +19.2% | 24,274 | +16.6% | 1.19% | +12.5% |
| Q1 2019 | $1,080,000 | – | 20,824 | – | 1.05% | – |
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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% |