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 | $1,320,352 | +89.3% | 29,852 | +100.8% | 1.23% | +77.9% |
Q2 2023 | $697,342 | +15.5% | 14,866 | +15.5% | 0.69% | +12.5% |
Q1 2023 | $603,521 | +2.7% | 12,866 | -0.0% | 0.62% | -2.7% |
Q4 2022 | $587,378 | -21.9% | 12,867 | -22.0% | 0.63% | -28.4% |
Q3 2022 | $752,000 | +204.5% | 16,498 | +262.6% | 0.88% | +329.1% |
Q3 2021 | $247,000 | -43.7% | 4,550 | -43.4% | 0.21% | -43.3% |
Q2 2021 | $439,000 | -35.9% | 8,037 | -36.7% | 0.36% | -42.7% |
Q1 2021 | $685,000 | -12.4% | 12,701 | -9.0% | 0.63% | -17.8% |
Q4 2020 | $782,000 | – | 13,956 | – | 0.77% | – |
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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% |