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 | $478,328 | -4.4% | 10,815 | -0.2% | 0.33% | +14.8% |
| Q2 2023 | $500,236 | -10.0% | 10,837 | -8.5% | 0.29% | -27.1% |
| Q1 2023 | $555,596 | +1.3% | 11,844 | -1.4% | 0.40% | -11.6% |
| Q4 2022 | $548,632 | -13.5% | 12,018 | -14.2% | 0.45% | -32.6% |
| Q3 2022 | $634,000 | +5.0% | 13,999 | +11.0% | 0.67% | +7.7% |
| Q2 2022 | $604,000 | +58.5% | 12,615 | +67.4% | 0.62% | +143.1% |
| Q1 2022 | $381,000 | -85.1% | 7,535 | -84.1% | 0.26% | -87.4% |
| Q4 2021 | $2,559,000 | – | 47,470 | – | 2.03% | – |
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% |