SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,913 | -19.6% | 925 | -16.1% | 0.00% | 0.0% |
| Q2 2023 | $50,869 | +16.7% | 1,102 | +18.6% | 0.00% | 0.0% |
| Q1 2023 | $43,580 | +4.9% | 929 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $41,542 | -5.6% | 910 | -6.1% | 0.00% | 0.0% |
| Q3 2022 | $44,000 | -4.3% | 969 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | +2.2% | 956 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $45,000 | -6.2% | 896 | +1.4% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | +2.1% | 884 | +1.7% | 0.00% | -33.3% |
| Q3 2021 | $47,000 | 0.0% | 869 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +1466.7% | 856 | +1237.5% | 0.00% | – |
| Q1 2021 | $3,000 | -25.0% | 64 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | – | 64 | – | 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% |