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 | $1,045,118 | -7.3% | 23,629 | -3.2% | 0.45% | -6.4% |
| Q2 2023 | $1,126,819 | +40.8% | 24,411 | +43.1% | 0.48% | +22.0% |
| Q1 2023 | $800,480 | +43.4% | 17,064 | +39.6% | 0.40% | +26.6% |
| Q4 2022 | $558,170 | -29.0% | 12,227 | -29.5% | 0.31% | -39.8% |
| Q3 2022 | $786,000 | -7.0% | 17,338 | -1.8% | 0.52% | -8.8% |
| Q2 2022 | $845,000 | -29.1% | 17,657 | -25.1% | 0.57% | -38.9% |
| Q1 2022 | $1,192,000 | +26.7% | 23,567 | +35.0% | 0.93% | +57.2% |
| Q4 2021 | $941,000 | – | 17,458 | – | 0.59% | – |
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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% |