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 | $833,736 | -2.0% | 18,850 | +2.3% | 0.01% | -11.1% |
| Q2 2023 | $850,683 | +4.6% | 18,429 | +6.3% | 0.01% | 0.0% |
| Q1 2023 | $813,364 | -34.0% | 17,339 | -35.8% | 0.01% | -18.2% |
| Q4 2022 | $1,232,596 | -99.9% | 27,001 | -31.6% | 0.01% | +10.0% |
| Q3 2022 | $894,894,000 | +110244.5% | 39,476 | +133.0% | 0.01% | +25.0% |
| Q2 2022 | $811,000 | +5.5% | 16,943 | +11.4% | 0.01% | 0.0% |
| Q1 2022 | $769,000 | -26.6% | 15,207 | -21.8% | 0.01% | -27.3% |
| Q4 2021 | $1,048,000 | -93.3% | 19,447 | -93.2% | 0.01% | -92.9% |
| Q3 2021 | $15,571,000 | +2805.0% | 286,977 | +2785.9% | 0.16% | +2128.6% |
| Q1 2021 | $536,000 | -96.2% | 9,944 | -96.0% | 0.01% | -95.7% |
| Q4 2020 | $14,037,000 | -97.7% | 250,616 | +2196.9% | 0.16% | +1381.8% |
| Q3 2020 | $612,000,000 | – | 10,911 | – | 0.01% | – |
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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% |