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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,488 | -4.7% | 15,860 | -0.5% | 0.15% | -3.3% |
| Q2 2023 | $735,837 | -28.3% | 15,941 | -27.2% | 0.15% | -32.6% |
| Q1 2023 | $1,026,860 | +3.9% | 21,890 | +1.1% | 0.22% | -2.2% |
| Q4 2022 | $988,322 | +0.2% | 21,650 | -0.6% | 0.23% | -7.3% |
| Q3 2022 | $986,000 | -5.0% | 21,771 | +0.4% | 0.25% | +0.4% |
| Q2 2022 | $1,038,000 | -5.0% | 21,684 | +0.4% | 0.25% | +7.0% |
| Q1 2022 | $1,093,000 | -4.8% | 21,599 | +1.4% | 0.23% | 0.0% |
| Q4 2021 | $1,148,000 | +3.8% | 21,291 | +4.4% | 0.23% | -3.8% |
| Q3 2021 | $1,106,000 | +6.9% | 20,386 | +7.5% | 0.24% | -1.2% |
| Q2 2021 | $1,035,000 | +49.6% | 18,955 | +47.9% | 0.24% | +16.3% |
| Q1 2021 | $692,000 | -3.5% | 12,820 | +0.3% | 0.21% | -29.7% |
| Q4 2020 | $717,000 | +17.7% | 12,788 | +17.7% | 0.30% | -3.6% |
| Q3 2020 | $609,000 | +29.3% | 10,862 | +29.8% | 0.31% | +21.3% |
| Q2 2020 | $471,000 | +21.1% | 8,370 | +16.9% | 0.25% | +9.5% |
| Q1 2020 | $389,000 | +23.5% | 7,159 | +21.4% | 0.23% | +17.9% |
| Q4 2019 | $315,000 | – | 5,899 | – | 0.20% | – |
Download | ||||||
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% |