SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $59,864,000 | +6.1% | 1,110,650 | +6.8% | 12.35% | +5.4% |
| Q3 2021 | $56,443,000 | +1.8% | 1,040,229 | +2.4% | 11.72% | +2.9% |
| Q2 2021 | $55,464,000 | +9.1% | 1,015,819 | +7.8% | 11.39% | +2.4% |
| Q1 2021 | $50,858,000 | +2.4% | 942,697 | +6.4% | 11.12% | -1.5% |
| Q4 2020 | $49,643,000 | +6.5% | 885,999 | +6.6% | 11.29% | -7.4% |
| Q3 2020 | $46,621,000 | +57.1% | 831,328 | +57.5% | 12.19% | +43.4% |
| Q2 2020 | $29,678,000 | +7.7% | 527,710 | +3.9% | 8.50% | -14.0% |
| Q1 2020 | $27,566,000 | -2.9% | 507,941 | -4.4% | 9.89% | +13.5% |
| Q4 2019 | $28,389,000 | +40.6% | 531,333 | +41.8% | 8.71% | +28.2% |
| Q3 2019 | $20,185,000 | +11.1% | 374,835 | +9.4% | 6.79% | +3.4% |
| Q2 2019 | $18,166,000 | +38.5% | 342,750 | +35.6% | 6.57% | +31.6% |
| Q1 2019 | $13,113,000 | – | 252,749 | – | 5.00% | – |
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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% |