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 | $3,953,199 | -3.5% | 91,340 | +2.9% | 2.83% | -1.6% |
| Q2 2023 | $4,098,242 | +3.7% | 88,745 | +5.9% | 2.87% | -4.5% |
| Q1 2023 | $3,952,054 | +5.8% | 83,801 | +3.9% | 3.01% | +4.7% |
| Q4 2022 | $3,737,131 | -5.3% | 80,646 | -7.4% | 2.88% | -16.5% |
| Q3 2022 | $3,948,000 | -21.9% | 87,127 | -17.1% | 3.45% | -16.6% |
| Q2 2022 | $5,058,000 | -3.6% | 105,117 | -2.3% | 4.13% | +0.1% |
| Q1 2022 | $5,249,000 | -7.4% | 107,612 | -2.1% | 4.13% | -3.5% |
| Q4 2021 | $5,671,000 | – | 109,970 | – | 4.28% | – |
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% |