SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,543,450 | -14.3% | 34,896 | -10.6% | 0.06% | -7.7% |
| Q2 2023 | $1,801,440 | -2.1% | 39,026 | -0.5% | 0.06% | -4.4% |
| Q1 2023 | $1,839,153 | -4.2% | 39,206 | -6.7% | 0.07% | -8.1% |
| Q4 2022 | $1,919,172 | -9.6% | 42,041 | -10.3% | 0.07% | -15.9% |
| Q3 2022 | $2,123,000 | -10.3% | 46,859 | -5.2% | 0.09% | -3.3% |
| Q2 2022 | $2,367,000 | -25.6% | 49,446 | -21.4% | 0.09% | -15.7% |
| Q1 2022 | $3,182,000 | -16.0% | 62,917 | -10.5% | 0.11% | -15.0% |
| Q4 2021 | $3,789,000 | -50.3% | 70,291 | -50.0% | 0.13% | -52.8% |
| Q3 2021 | $7,626,000 | -12.1% | 140,548 | -11.6% | 0.27% | -14.1% |
| Q2 2021 | $8,677,000 | -5.5% | 158,920 | -6.6% | 0.31% | -9.8% |
| Q1 2021 | $9,179,000 | -3.7% | 170,132 | +0.0% | 0.35% | -9.6% |
| Q4 2020 | $9,531,000 | +0.2% | 170,103 | +0.3% | 0.38% | -10.3% |
| Q3 2020 | $9,515,000 | -14.1% | 169,668 | -13.8% | 0.43% | -20.3% |
| Q2 2020 | $11,075,000 | +6.2% | 196,917 | +2.5% | 0.54% | -15.6% |
| Q1 2020 | $10,424,000 | -22.8% | 192,079 | -24.0% | 0.64% | -9.0% |
| Q4 2019 | $13,496,000 | -4.3% | 252,589 | -3.5% | 0.70% | -10.7% |
| Q3 2019 | $14,102,000 | +16.2% | 261,876 | +14.4% | 0.78% | +19.9% |
| Q2 2019 | $12,134,000 | +3.6% | 228,936 | +1.4% | 0.65% | +3.3% |
| Q1 2019 | $11,712,000 | +9.5% | 225,747 | +6.8% | 0.63% | -0.3% |
| Q4 2018 | $10,696,000 | -16.4% | 211,423 | -17.0% | 0.63% | -8.9% |
| Q3 2018 | $12,797,000 | -1.7% | 254,665 | -0.9% | 0.70% | -5.2% |
| Q2 2018 | $13,016,000 | +0.3% | 257,027 | +1.1% | 0.73% | -1.7% |
| Q1 2018 | $12,977,000 | +5.8% | 254,351 | +7.9% | 0.75% | +4.2% |
| Q4 2017 | $12,271,000 | +4.1% | 235,790 | +4.7% | 0.72% | -0.7% |
| Q3 2017 | $11,790,000 | +3.1% | 225,178 | +2.9% | 0.72% | -0.1% |
| Q2 2017 | $11,433,000 | +20.8% | 218,808 | +19.8% | 0.72% | +8.6% |
| Q1 2017 | $9,461,000 | +5.5% | 182,684 | +4.9% | 0.67% | -1.5% |
| Q4 2016 | $8,969,000 | +11.6% | 174,146 | +16.3% | 0.68% | +6.3% |
| Q3 2016 | $8,040,000 | +31.0% | 149,797 | +28.9% | 0.64% | +16.9% |
| Q1 2016 | $6,139,000 | +7.5% | 116,230 | +4.9% | 0.54% | +10.1% |
| Q4 2015 | $5,709,000 | +6.1% | 110,846 | +7.4% | 0.49% | +0.6% |
| Q3 2015 | $5,380,000 | -1.6% | 103,179 | -2.3% | 0.49% | +1.4% |
| Q2 2015 | $5,466,000 | +10.8% | 105,655 | +13.3% | 0.48% | +6.1% |
| Q1 2015 | $4,933,000 | +49.1% | 93,233 | +47.5% | 0.46% | +46.2% |
| Q4 2014 | $3,309,000 | +21.4% | 63,191 | +20.1% | 0.31% | +15.1% |
| Q3 2014 | $2,725,000 | +4.3% | 52,631 | +4.6% | 0.27% | +4.6% |
| Q2 2014 | $2,612,000 | +3.4% | 50,329 | +1.9% | 0.26% | 0.0% |
| Q1 2014 | $2,525,000 | +32.8% | 49,375 | +30.5% | 0.26% | +28.9% |
| Q4 2013 | $1,902,000 | -12.5% | 37,825 | -11.6% | 0.20% | -21.2% |
| Q3 2013 | $2,174,000 | +8.9% | 42,778 | +8.3% | 0.26% | +3.2% |
| Q2 2013 | $1,997,000 | – | 39,507 | – | 0.25% | – |
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% |