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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,837 | -18.4% | 20,055 | -16.1% | 0.35% | -12.8% |
| Q2 2023 | $1,084,999 | -20.2% | 23,899 | -17.3% | 0.40% | -26.0% |
| Q1 2023 | $1,359,299 | +14.9% | 28,884 | +14.7% | 0.54% | -13.5% |
| Q4 2022 | $1,182,995 | +37.7% | 25,181 | +30.9% | 0.62% | +29.3% |
| Q3 2022 | $859,000 | -7.1% | 19,239 | +1.8% | 0.48% | -1.4% |
| Q2 2022 | $925,000 | +0.9% | 18,896 | -0.9% | 0.49% | -4.3% |
| Q1 2022 | $917,000 | +3.5% | 19,067 | +12.0% | 0.51% | -38.5% |
| Q4 2021 | $886,000 | – | 17,019 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |