SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,836 | -4.9% | 9,221 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $428,953 | +12.5% | 9,293 | +14.3% | 0.01% | 0.0% |
| Q1 2023 | $381,378 | +8.0% | 8,130 | +5.1% | 0.01% | 0.0% |
| Q4 2022 | $352,993 | +0.6% | 7,733 | -0.2% | 0.01% | -16.7% |
| Q3 2022 | $351,000 | -9.3% | 7,748 | +1.3% | 0.01% | +20.0% |
| Q1 2022 | $387,000 | +6.9% | 7,649 | +13.9% | 0.01% | 0.0% |
| Q4 2021 | $362,000 | -1.4% | 6,716 | -0.8% | 0.01% | -16.7% |
| Q3 2021 | $367,000 | -5.7% | 6,767 | -5.1% | 0.01% | 0.0% |
| Q2 2021 | $389,000 | +2.9% | 7,130 | +1.7% | 0.01% | -14.3% |
| Q1 2021 | $378,000 | -63.5% | 7,011 | -65.7% | 0.01% | -69.6% |
| Q2 2018 | $1,035,000 | +106.6% | 20,444 | +108.4% | 0.02% | +109.1% |
| Q1 2018 | $501,000 | -11.6% | 9,810 | -13.0% | 0.01% | -50.0% |
| Q4 2013 | $567,000 | – | 11,275 | – | 0.02% | – |
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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% |