SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,832 | +26.3% | 6,598 | +31.8% | 0.07% | +26.8% |
| Q2 2023 | $231,052 | -12.1% | 5,005 | -9.9% | 0.06% | -16.4% |
| Q1 2023 | $262,878 | -47.4% | 5,554 | -49.3% | 0.07% | -57.3% |
| Q4 2022 | $499,641 | -7.3% | 10,945 | -8.0% | 0.16% | -16.5% |
| Q3 2022 | $539,000 | -35.8% | 11,897 | -32.1% | 0.19% | -33.3% |
| Q2 2022 | $839,000 | -89.1% | 17,518 | -88.5% | 0.28% | -89.2% |
| Q1 2022 | $7,715,000 | -6.7% | 152,554 | -0.6% | 2.62% | +0.5% |
| Q4 2021 | $8,272,000 | -1.9% | 153,473 | -1.2% | 2.60% | -9.2% |
| Q3 2021 | $8,430,000 | +8.4% | 155,368 | +9.0% | 2.87% | +5.3% |
| Q2 2021 | $7,780,000 | +42.8% | 142,495 | +10.1% | 2.72% | +36.3% |
| Q1 2021 | $5,450,000 | -0.4% | 129,469 | +32.6% | 2.00% | -0.1% |
| Q4 2020 | $5,470,000 | +6.1% | 97,626 | +6.2% | 2.00% | +0.4% |
| Q3 2020 | $5,157,000 | +23.3% | 91,955 | +23.6% | 1.99% | +14.1% |
| Q2 2020 | $4,184,000 | -9.0% | 74,394 | -12.2% | 1.75% | -21.8% |
| Q1 2020 | $4,596,000 | +44.4% | 84,687 | +42.1% | 2.24% | +8.1% |
| Q4 2019 | $3,183,000 | – | 59,577 | – | 2.07% | – |
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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% |