SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $646,819 | +72.5% | 14,624 | +95.5% | 0.07% | +9.0% |
| Q3 2018 | $375,000 | +7.1% | 7,480 | +8.2% | 0.07% | +1.5% |
| Q2 2018 | $350,000 | -2.0% | 6,916 | -1.0% | 0.07% | -20.5% |
| Q1 2018 | $357,000 | +0.6% | 6,988 | +2.4% | 0.08% | +22.1% |
| Q4 2017 | $355,000 | -12.8% | 6,825 | -12.2% | 0.07% | -19.0% |
| Q3 2017 | $407,000 | +0.2% | 7,774 | 0.0% | 0.08% | -4.5% |
| Q2 2017 | $406,000 | +0.7% | 7,774 | 0.0% | 0.09% | -9.3% |
| Q1 2017 | $403,000 | – | 7,774 | – | 0.10% | – |
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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% |