SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,000 | -82.8% | 802 | -81.6% | 0.02% | -80.8% |
| Q1 2022 | $221,000 | -23.5% | 4,365 | -18.6% | 0.12% | -19.5% |
| Q4 2021 | $289,000 | -7.1% | 5,365 | -6.4% | 0.15% | -14.9% |
| Q3 2021 | $311,000 | -3.1% | 5,732 | -2.5% | 0.18% | -6.4% |
| Q2 2021 | $321,000 | +0.3% | 5,876 | -1.0% | 0.19% | -6.0% |
| Q1 2021 | $320,000 | -5.3% | 5,938 | -1.6% | 0.20% | -10.0% |
| Q4 2020 | $338,000 | -0.9% | 6,037 | -0.8% | 0.22% | -6.8% |
| Q3 2020 | $341,000 | -0.3% | 6,085 | +0.0% | 0.24% | -2.5% |
| Q2 2020 | $342,000 | +3.6% | 6,084 | +0.0% | 0.24% | +2.1% |
| Q1 2020 | $330,000 | +0.3% | 6,082 | -1.3% | 0.24% | +13.3% |
| Q4 2019 | $329,000 | – | 6,161 | – | 0.21% | – |
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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% |