ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.

Quarter-by-quarter ownership
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$624,000
-87.0%
12,037
-86.0%
0.39%
-88.2%
Q2 2022$4,804,000
-12.8%
86,096
-5.1%
3.29%
+0.8%
Q1 2022$5,507,000
+1.2%
90,704
+4.8%
3.27%
+7.0%
Q4 2021$5,443,00086,5473.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 24,648,549$1,496,413,00092.91%
NinePointTwo Capital LLC 2,739,343$166,305,00044.98%
Walker Financial Services, Inc. 687,180$41,718,71438.30%
Carolina Wealth Advisors, LLC 354,702$21,534,00013.60%
Joseph Group Capital Management 211,679$12,851,00012.96%
LifeGuide Financial Advisors, LLC 252,709$15,342,00011.84%
Sensible Financial Planning & Management, LLC. 725,861$44,067,00011.78%
RE Dickinson Investment Advisors, LLC 242,169$14,702,0009.88%
Charles Schwab Investment Advisory, Inc. 97,234,136$5,903,084,0009.38%
SVB Investment Services Inc. 230,030$13,965,0008.66%
View complete list of SCHWAB STRATEGIC TR shareholders