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 2023 | $964,756 | -6.6% | 21,808 | -2.5% | 0.04% | -7.0% |
| Q2 2023 | $1,033,039 | -3.8% | 22,370 | -2.2% | 0.04% | -14.0% |
| Q1 2023 | $1,073,549 | -5.2% | 22,882 | -7.8% | 0.05% | -13.8% |
| Q4 2022 | $1,132,107 | -5.8% | 24,810 | -6.4% | 0.06% | -13.4% |
| Q3 2022 | $1,202,000 | +99.3% | 26,514 | +110.5% | 0.07% | +103.0% |
| Q2 2022 | $603,000 | -13.9% | 12,596 | -5.9% | 0.03% | -19.5% |
| Q1 2022 | $700,000 | -4.0% | 13,384 | -0.6% | 0.04% | -8.9% |
| Q4 2021 | $729,000 | -0.3% | 13,462 | 0.0% | 0.04% | -10.0% |
| Q3 2021 | $731,000 | +71.2% | 13,462 | +70.2% | 0.05% | +56.2% |
| Q2 2021 | $427,000 | +16.3% | 7,910 | +16.2% | 0.03% | -8.6% |
| Q1 2021 | $367,000 | -6.1% | 6,810 | -2.4% | 0.04% | -12.5% |
| Q4 2020 | $391,000 | -2.2% | 6,979 | -2.3% | 0.04% | -18.4% |
| Q3 2020 | $400,000 | +9.9% | 7,143 | +10.3% | 0.05% | -18.3% |
| Q2 2020 | $364,000 | +66.2% | 6,475 | +60.2% | 0.06% | +3.4% |
| Q1 2020 | $219,000 | -32.8% | 4,043 | -33.9% | 0.06% | -20.5% |
| Q4 2019 | $326,000 | -24.9% | 6,117 | -24.2% | 0.07% | -30.5% |
| Q3 2019 | $434,000 | -17.2% | 8,074 | -18.7% | 0.10% | -20.5% |
| Q2 2019 | $524,000 | +24.5% | 9,937 | +22.0% | 0.13% | -1.5% |
| Q1 2019 | $421,000 | +98.6% | 8,144 | +388.0% | 0.13% | +69.6% |
| Q4 2018 | $212,000 | – | 1,669 | – | 0.08% | – |
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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% |