SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,763 | -5.6% | 107,677 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $5,046 | -12.4% | 109,304 | -11.0% | 0.01% | -16.7% |
| Q1 2023 | $5,760 | -5.9% | 122,800 | -8.4% | 0.01% | -20.0% |
| Q4 2022 | $6,118 | -99.9% | 134,030 | +7.2% | 0.02% | 0.0% |
| Q3 2022 | $5,664,000 | -5.8% | 125,007 | -0.5% | 0.02% | -6.2% |
| Q2 2022 | $6,014,000 | +108.2% | 125,640 | +119.9% | 0.02% | +128.6% |
| Q1 2022 | $2,889,000 | +49.4% | 57,147 | +59.2% | 0.01% | +75.0% |
| Q4 2021 | $1,934,000 | +14.4% | 35,895 | +15.1% | 0.00% | 0.0% |
| Q3 2021 | $1,691,000 | +2.8% | 31,177 | +3.5% | 0.00% | 0.0% |
| Q2 2021 | $1,645,000 | +114.8% | 30,136 | +112.2% | 0.00% | +100.0% |
| Q1 2021 | $766,000 | -0.4% | 14,204 | +3.4% | 0.00% | 0.0% |
| Q4 2020 | $769,000 | -22.9% | 13,740 | -22.7% | 0.00% | -33.3% |
| Q3 2020 | $997,000 | +22.0% | 17,784 | +22.4% | 0.00% | 0.0% |
| Q2 2020 | $817,000 | -91.8% | 14,527 | -92.1% | 0.00% | -93.6% |
| Q1 2020 | $10,022,000 | +1.6% | 184,682 | +0.0% | 0.05% | +23.7% |
| Q4 2019 | $9,866,000 | +6.8% | 184,670 | +7.6% | 0.04% | -2.6% |
| Q3 2019 | $9,240,000 | +2215.8% | 171,593 | +2176.1% | 0.04% | +1850.0% |
| Q2 2019 | $399,000 | -33.6% | 7,539 | -35.0% | 0.00% | -33.3% |
| Q1 2019 | $601,000 | +0.8% | 11,594 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $596,000 | – | 11,789 | – | 0.00% | – |
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% |