SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,250,673 | +0.8% | 27,397 | +0.0% | 1.24% | -5.0% |
| Q3 2022 | $1,241,000 | -39.9% | 27,387 | -36.5% | 1.31% | -33.6% |
| Q2 2022 | $2,065,000 | -48.9% | 43,128 | -46.1% | 1.97% | -39.8% |
| Q1 2022 | $4,045,000 | -83.9% | 79,992 | -82.9% | 3.28% | -79.6% |
| Q4 2021 | $25,147,000 | -2.3% | 466,543 | -1.6% | 16.09% | -4.8% |
| Q3 2021 | $25,734,000 | +10.7% | 474,272 | +11.4% | 16.89% | -0.3% |
| Q2 2021 | $23,253,000 | +53.0% | 425,871 | +51.2% | 16.95% | +37.3% |
| Q1 2021 | $15,194,000 | – | 281,625 | – | 12.34% | – |
Download | ||||||
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% |