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 | $4,158 | -4.2% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,339 | -1.6% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,410 | +2.8% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,291 | +7.3% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -50.0% | 94 | -50.3% | 0.00% | -33.3% |
| Q2 2021 | $10,000 | -37.5% | 189 | -38.0% | 0.00% | -57.1% |
| Q1 2021 | $16,000 | – | 305 | – | 0.01% | – |
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% |