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 | $270,953 | -4.2% | 6,126 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $282,776 | -1.6% | 6,126 | 0.0% | 0.23% | -5.4% |
| Q1 2023 | $287,371 | +6.9% | 6,126 | +4.0% | 0.24% | -0.8% |
| Q4 2022 | $268,787 | +0.7% | 5,888 | 0.0% | 0.24% | -6.5% |
| Q3 2022 | $267,000 | -5.3% | 5,888 | 0.0% | 0.26% | -1.1% |
| Q2 2022 | $282,000 | +2.9% | 5,888 | +25.8% | 0.26% | +11.4% |
| Q1 2022 | $274,000 | -6.2% | 4,680 | -13.6% | 0.24% | -2.9% |
| Q4 2021 | $292,000 | +3.9% | 5,417 | +4.6% | 0.24% | -1.6% |
| Q3 2021 | $281,000 | -0.7% | 5,177 | 0.0% | 0.25% | -0.8% |
| Q2 2021 | $283,000 | +12.3% | 5,177 | +10.6% | 0.25% | +4.2% |
| Q1 2021 | $252,000 | +0.4% | 4,680 | +4.4% | 0.24% | -4.8% |
| Q4 2020 | $251,000 | – | 4,484 | – | 0.25% | – |
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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% |