SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,064 | +27.6% | 159,572 | +32.6% | 0.02% | +30.8% |
Q2 2023 | $5,537 | -98.5% | 120,364 | +1421.7% | 0.01% | +1200.0% |
Q2 2022 | $378,000 | -8.7% | 7,910 | -3.3% | 0.00% | 0.0% |
Q1 2022 | $414,000 | +40.3% | 8,183 | +51.5% | 0.00% | 0.0% |
Q4 2021 | $295,000 | -5.4% | 5,401 | -6.2% | 0.00% | 0.0% |
Q3 2021 | $312,000 | +5.8% | 5,757 | +6.6% | 0.00% | 0.0% |
Q2 2021 | $295,000 | +1.7% | 5,401 | +0.6% | 0.00% | 0.0% |
Q1 2021 | $290,000 | -3.3% | 5,371 | +0.4% | 0.00% | 0.0% |
Q4 2020 | $300,000 | -4.2% | 5,351 | -4.0% | 0.00% | 0.0% |
Q3 2020 | $313,000 | -19.5% | 5,574 | -22.2% | 0.00% | 0.0% |
Q2 2020 | $389,000 | 0.0% | 7,167 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $389,000 | -34.7% | 7,167 | -35.7% | 0.00% | -50.0% |
Q4 2019 | $596,000 | -7.3% | 11,148 | -6.7% | 0.00% | 0.0% |
Q3 2019 | $643,000 | +52.7% | 11,949 | +50.4% | 0.00% | +100.0% |
Q2 2019 | $421,000 | -3.7% | 7,944 | -5.7% | 0.00% | 0.0% |
Q1 2019 | $437,000 | – | 8,420 | – | 0.00% | – |
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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% |