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 | $195,011 | -58.7% | 4,409 | -56.9% | 0.05% | -57.1% |
| Q2 2023 | $471,710 | -3.4% | 10,219 | -1.8% | 0.11% | -8.9% |
| Q1 2023 | $488,334 | -43.5% | 10,410 | -45.0% | 0.12% | -45.3% |
| Q4 2022 | $864,063 | +138.0% | 18,928 | +136.2% | 0.22% | +120.6% |
| Q3 2022 | $363,000 | +146.9% | 8,013 | +160.8% | 0.10% | +155.0% |
| Q2 2022 | $147,000 | +48.5% | 3,073 | +57.4% | 0.04% | +66.7% |
| Q1 2022 | $99,000 | -90.8% | 1,952 | -90.3% | 0.02% | -90.7% |
| Q4 2021 | $1,080,000 | +1670.5% | 20,028 | +1670.8% | 0.26% | +1512.5% |
| Q3 2021 | $61,000 | -71.0% | 1,131 | -70.6% | 0.02% | -71.4% |
| Q2 2021 | $210,000 | -75.0% | 3,844 | -75.3% | 0.06% | -75.7% |
| Q1 2021 | $840,000 | -25.8% | 15,569 | -23.0% | 0.23% | -25.8% |
| Q4 2020 | $1,132,000 | +539.5% | 20,208 | +541.5% | 0.31% | +484.9% |
| Q3 2020 | $177,000 | 0.0% | 3,150 | 0.0% | 0.05% | -14.5% |
| Q2 2020 | $177,000 | – | 3,150 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |