SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,097,000 | +10.8% | 20,351 | +11.6% | 0.68% | +10.0% |
| Q3 2021 | $990,000 | -40.0% | 18,237 | -40.4% | 0.62% | -41.2% |
| Q1 2021 | $1,651,000 | -26.7% | 30,611 | -23.9% | 1.05% | -30.0% |
| Q4 2020 | $2,253,000 | +1.9% | 40,205 | +1.9% | 1.50% | -1.5% |
| Q3 2020 | $2,212,000 | +5.4% | 39,438 | +5.7% | 1.53% | +5.6% |
| Q2 2020 | $2,098,000 | -9.4% | 37,305 | -12.6% | 1.45% | -32.4% |
| Q1 2020 | $2,315,000 | -29.9% | 42,662 | -31.0% | 2.14% | -16.9% |
| Q4 2019 | $3,304,000 | -2.2% | 61,835 | -1.5% | 2.58% | -3.1% |
| Q3 2019 | $3,380,000 | – | 62,758 | – | 2.66% | – |
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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% |