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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $26,000 | +766.7% | 472 | +728.1% | 0.00% | +200.0% |
| Q4 2018 | $3,000 | -99.3% | 57 | -99.3% | 0.00% | -99.0% |
| Q3 2016 | $448,000 | -26.6% | 8,346 | -26.4% | 0.10% | -28.4% |
| Q2 2016 | $610,000 | +0.2% | 11,346 | -1.6% | 0.13% | -2.2% |
| Q1 2016 | $609,000 | +4.3% | 11,531 | +1.6% | 0.14% | +2.2% |
| Q4 2015 | $584,000 | -2.2% | 11,346 | -1.0% | 0.13% | -9.5% |
| Q3 2015 | $597,000 | +0.8% | 11,458 | +0.1% | 0.15% | +14.7% |
| Q2 2015 | $592,000 | +3.5% | 11,444 | +5.9% | 0.13% | +0.8% |
| Q1 2015 | $572,000 | +35.9% | 10,804 | +34.5% | 0.13% | +26.7% |
| Q4 2014 | $421,000 | +12.6% | 8,032 | +11.3% | 0.10% | +16.1% |
| Q3 2014 | $374,000 | 0.0% | 7,216 | +0.2% | 0.09% | +3.6% |
| Q2 2014 | $374,000 | +144.4% | 7,200 | +140.0% | 0.08% | +121.1% |
| Q1 2014 | $153,000 | +1600.0% | 3,000 | +1566.7% | 0.04% | +1166.7% |
| Q3 2013 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $9,000 | – | 180 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
| TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
| Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
| Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
| Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
| Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
| Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |