SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,353,184 | -4.4% | 29,643 | -7.7% | 0.16% | -8.9% |
| Q3 2022 | $1,415,000 | -8.1% | 32,133 | +0.4% | 0.18% | -17.9% |
| Q2 2022 | $1,540,000 | -4.9% | 32,004 | -0.1% | 0.22% | -8.4% |
| Q1 2022 | $1,620,000 | -20.9% | 32,035 | -15.7% | 0.24% | -29.2% |
| Q4 2021 | $2,048,000 | -0.8% | 37,992 | -0.2% | 0.34% | -9.7% |
| Q3 2021 | $2,065,000 | +13.3% | 38,064 | +14.1% | 0.37% | -11.8% |
| Q2 2021 | $1,822,000 | -1.1% | 33,370 | -2.2% | 0.42% | -48.8% |
| Q1 2021 | $1,842,000 | -6.4% | 34,138 | -2.9% | 0.82% | -51.2% |
| Q4 2020 | $1,969,000 | +0.9% | 35,150 | +1.0% | 1.69% | +7.9% |
| Q3 2020 | $1,952,000 | -19.6% | 34,810 | -19.3% | 1.56% | -38.0% |
| Q2 2020 | $2,427,000 | +7.0% | 43,148 | +3.2% | 2.52% | -32.8% |
| Q1 2020 | $2,269,000 | -14.8% | 41,811 | -16.1% | 3.75% | +25.6% |
| Q4 2019 | $2,663,000 | – | 49,843 | – | 2.99% | – |
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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% |