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 | $1,110,133 | -0.6% | 25,099 | +3.7% | 0.56% | +3.1% |
| Q2 2023 | $1,117,137 | +20.9% | 24,201 | +22.9% | 0.55% | +14.2% |
| Q1 2023 | $924,013 | +3.1% | 19,698 | +0.3% | 0.48% | -6.5% |
| Q4 2022 | $896,149 | -0.5% | 19,631 | -1.3% | 0.51% | -9.6% |
| Q3 2022 | $901,000 | -1.1% | 19,890 | +6.3% | 0.56% | +8.7% |
| Q2 2022 | $911,000 | -16.6% | 18,719 | -16.4% | 0.52% | -12.3% |
| Q1 2022 | $1,092,000 | -0.5% | 22,400 | +5.5% | 0.59% | +3.0% |
| Q4 2021 | $1,097,000 | +3.6% | 21,238 | +8.4% | 0.58% | +5.9% |
| Q3 2021 | $1,059,000 | -0.3% | 19,601 | +0.8% | 0.54% | -6.4% |
| Q2 2021 | $1,062,000 | +3.6% | 19,443 | +2.8% | 0.58% | -1.5% |
| Q1 2021 | $1,025,000 | +85.7% | 18,922 | +89.7% | 0.59% | +79.9% |
| Q4 2020 | $552,000 | -4.7% | 9,976 | -3.4% | 0.33% | -20.4% |
| Q3 2020 | $579,000 | -1.4% | 10,332 | +0.1% | 0.41% | -9.5% |
| Q2 2020 | $587,000 | +14.2% | 10,325 | +11.2% | 0.46% | -6.8% |
| Q1 2020 | $514,000 | +46.9% | 9,285 | +44.3% | 0.49% | +50.2% |
| Q4 2019 | $350,000 | – | 6,436 | – | 0.32% | – |
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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% |