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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $284,530 | -7.3% | 6,164 | -5.7% | 0.03% | -10.8% |
| Q1 2023 | $306,791 | +1.9% | 6,540 | -0.8% | 0.04% | -2.6% |
| Q4 2022 | $300,925 | +40.6% | 6,592 | +67.1% | 0.04% | +31.0% |
| Q3 2021 | $214,000 | -9.7% | 3,945 | -6.5% | 0.03% | -52.5% |
| Q4 2020 | $237,000 | 0.0% | 4,221 | 0.0% | 0.06% | -17.6% |
| Q3 2020 | $237,000 | -10.2% | 4,221 | -10.1% | 0.07% | -19.6% |
| Q2 2020 | $264,000 | -6.4% | 4,696 | -9.6% | 0.09% | -24.6% |
| Q1 2020 | $282,000 | – | 5,197 | – | 0.12% | – |
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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% |