SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,246,944 | -16.0% | 186,456 | -12.3% | 3.60% | -13.3% |
| Q2 2023 | $9,817,127 | -2.9% | 212,676 | -1.3% | 4.15% | -11.3% |
| Q1 2023 | $10,110,432 | +39.7% | 215,528 | +36.0% | 4.68% | +30.1% |
| Q4 2022 | $7,234,813 | -8.2% | 158,484 | -8.8% | 3.60% | -10.0% |
| Q3 2022 | $7,878,000 | -9.9% | 173,869 | -4.9% | 3.99% | -1.5% |
| Q2 2022 | $8,747,000 | -24.2% | 182,741 | -19.9% | 4.05% | -11.5% |
| Q1 2022 | $11,534,000 | – | 228,080 | – | 4.58% | – |
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% |