SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $585,000 | -38.0% | 11,571 | -33.9% | 0.39% | -31.7% |
| Q4 2021 | $944,000 | +0.1% | 17,506 | +0.7% | 0.57% | -2.1% |
| Q3 2021 | $943,000 | -0.1% | 17,385 | +0.5% | 0.58% | +0.9% |
| Q2 2021 | $944,000 | +1.7% | 17,294 | +0.5% | 0.57% | -4.7% |
| Q1 2021 | $928,000 | -3.3% | 17,200 | +0.4% | 0.60% | -10.5% |
| Q4 2020 | $960,000 | +0.6% | 17,136 | +0.8% | 0.67% | -0.9% |
| Q3 2020 | $954,000 | -18.7% | 17,006 | -18.6% | 0.68% | -23.4% |
| Q2 2020 | $1,174,000 | -4.9% | 20,882 | -8.2% | 0.89% | -15.6% |
| Q1 2020 | $1,235,000 | – | 22,750 | – | 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% |