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 | $256 | +10.3% | 5,791 | +15.1% | 0.03% | +11.1% |
| Q2 2023 | $232 | -1.3% | 5,030 | +0.3% | 0.03% | -6.9% |
| Q1 2023 | $235 | +70.3% | 5,013 | +66.3% | 0.03% | +52.6% |
| Q4 2022 | $138 | -99.9% | 3,014 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $137,000 | -21.7% | 3,014 | -17.3% | 0.02% | -16.0% |
| Q2 2022 | $175,000 | -4.9% | 3,646 | 0.0% | 0.02% | +8.7% |
| Q1 2022 | $184,000 | -43.9% | 3,646 | -40.1% | 0.02% | -43.9% |
| Q4 2021 | $328,000 | -0.9% | 6,086 | -0.3% | 0.04% | -12.8% |
| Q3 2021 | $331,000 | -37.8% | 6,103 | -37.3% | 0.05% | -41.2% |
| Q2 2021 | $532,000 | -92.2% | 9,741 | -92.3% | 0.08% | -93.2% |
| Q1 2021 | $6,835,000 | -3.7% | 126,696 | +0.0% | 1.18% | -14.0% |
| Q4 2020 | $7,097,000 | – | 126,661 | – | 1.38% | – |
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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% |