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 2022 | $206,000 | -30.9% | 4,537 | -27.1% | 0.08% | -29.3% |
| Q2 2022 | $298,000 | -5.1% | 6,220 | +0.2% | 0.12% | +0.9% |
| Q1 2022 | $314,000 | -24.3% | 6,209 | -21.4% | 0.12% | -26.3% |
| Q4 2021 | $415,000 | -42.4% | 7,899 | -40.5% | 0.16% | -45.1% |
| Q3 2021 | $721,000 | -19.0% | 13,281 | -18.6% | 0.28% | -30.7% |
| Q2 2021 | $890,000 | -10.7% | 16,309 | -11.8% | 0.41% | -15.5% |
| Q1 2021 | $997,000 | – | 18,483 | – | 0.48% | – |
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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% |