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 | $1,010,456 | +7.7% | 22,845 | +12.4% | 0.16% | +12.0% |
| Q2 2023 | $938,521 | -2.5% | 20,332 | -0.9% | 0.14% | -4.7% |
| Q1 2023 | $962,642 | +4.2% | 20,521 | +1.4% | 0.15% | +5.7% |
| Q4 2022 | $923,867 | +66.5% | 20,238 | +65.2% | 0.14% | +53.3% |
| Q3 2022 | $555,000 | -6.2% | 12,248 | -0.9% | 0.09% | -1.1% |
| Q2 2022 | $592,000 | -2.0% | 12,359 | +3.5% | 0.09% | +10.7% |
| Q1 2022 | $604,000 | -4.3% | 11,944 | +2.0% | 0.08% | -11.6% |
| Q4 2021 | $631,000 | -0.6% | 11,713 | +0.0% | 0.10% | -5.0% |
| Q3 2021 | $635,000 | -0.6% | 11,711 | +0.0% | 0.10% | 0.0% |
| Q2 2021 | $639,000 | +29.6% | 11,706 | +28.0% | 0.10% | +16.3% |
| Q1 2021 | $493,000 | -3.0% | 9,145 | +0.9% | 0.09% | -7.5% |
| Q4 2020 | $508,000 | +0.6% | 9,066 | +0.7% | 0.09% | -5.1% |
| Q3 2020 | $505,000 | +0.4% | 9,001 | +0.6% | 0.10% | -8.4% |
| Q2 2020 | $503,000 | +3.9% | 8,950 | +0.3% | 0.11% | -8.5% |
| Q1 2020 | $484,000 | +2.8% | 8,925 | +1.2% | 0.12% | +24.5% |
| Q4 2019 | $471,000 | -0.8% | 8,823 | +0.0% | 0.09% | +3.3% |
| Q3 2019 | $475,000 | +1.5% | 8,822 | +0.0% | 0.09% | +1.1% |
| Q2 2019 | $468,000 | +2.2% | 8,821 | +0.0% | 0.09% | 0.0% |
| Q1 2019 | $458,000 | – | 8,820 | – | 0.09% | – |
Download | ||||||
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% |