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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $649,000 | +1.4% | 12,840 | +8.1% | 0.12% | +2.6% |
| Q4 2021 | $640,000 | +138.8% | 11,873 | +141.8% | 0.12% | +117.0% |
| Q2 2021 | $268,000 | +1.1% | 4,911 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $265,000 | -3.6% | 4,911 | 0.0% | 0.06% | -12.7% |
| Q4 2020 | $275,000 | -4.8% | 4,911 | -4.8% | 0.06% | -7.4% |
| Q3 2020 | $289,000 | -0.3% | 5,161 | 0.0% | 0.07% | -6.8% |
| Q2 2020 | $290,000 | +2.1% | 5,161 | -1.5% | 0.07% | -12.0% |
| Q1 2020 | $284,000 | +1.4% | 5,241 | 0.0% | 0.08% | -3.5% |
| Q4 2019 | $280,000 | -0.7% | 5,241 | 0.0% | 0.09% | +8.9% |
| Q3 2019 | $282,000 | +0.4% | 5,241 | -1.0% | 0.08% | -3.7% |
| Q2 2019 | $281,000 | +3.7% | 5,295 | +1.5% | 0.08% | -4.7% |
| Q1 2019 | $271,000 | +4.2% | 5,215 | +1.5% | 0.09% | -13.1% |
| Q4 2018 | $260,000 | – | 5,138 | – | 0.10% | – |
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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% |