SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,142 | -4.2% | 5,452 | 0.0% | 0.08% | 0.0% |
Q2 2023 | $251,664 | +98206.2% | 5,452 | 0.0% | 0.08% | -4.6% |
Q1 2023 | $256 | +1.2% | 5,452 | -1.8% | 0.09% | -1.1% |
Q4 2022 | $253 | -99.9% | 5,552 | +4.5% | 0.09% | -2.2% |
Q3 2022 | $241,000 | -5.5% | 5,312 | -0.2% | 0.09% | +3.4% |
Q2 2022 | $255,000 | -5.2% | 5,322 | -0.1% | 0.09% | +8.8% |
Q1 2022 | $269,000 | -5.9% | 5,327 | +0.5% | 0.08% | -1.2% |
Q4 2021 | $286,000 | -0.7% | 5,302 | 0.0% | 0.08% | -3.6% |
Q3 2021 | $288,000 | -2.4% | 5,302 | -1.9% | 0.08% | -1.2% |
Q2 2021 | $295,000 | +1.7% | 5,402 | +0.4% | 0.08% | -5.6% |
Q1 2021 | $290,000 | -4.3% | 5,382 | -0.5% | 0.09% | -13.5% |
Q4 2020 | $303,000 | +8.2% | 5,409 | +8.5% | 0.10% | -16.1% |
Q3 2020 | $280,000 | 0.0% | 4,984 | 0.0% | 0.12% | -4.6% |
Q2 2020 | $280,000 | 0.0% | 4,984 | -3.3% | 0.13% | -21.7% |
Q1 2020 | $280,000 | +1.1% | 5,154 | -0.7% | 0.17% | +48.2% |
Q4 2019 | $277,000 | +10.8% | 5,189 | +11.6% | 0.11% | -0.9% |
Q3 2019 | $250,000 | -3.8% | 4,650 | -5.1% | 0.11% | -4.2% |
Q2 2019 | $260,000 | +2.0% | 4,900 | -0.4% | 0.12% | -1.7% |
Q1 2019 | $255,000 | +1.6% | 4,920 | -1.0% | 0.12% | -7.0% |
Q4 2018 | $251,000 | -1.2% | 4,970 | -1.5% | 0.13% | +14.2% |
Q3 2018 | $254,000 | -4.2% | 5,045 | -3.5% | 0.11% | -9.6% |
Q2 2018 | $265,000 | -6.4% | 5,230 | -5.8% | 0.12% | -10.1% |
Q1 2018 | $283,000 | -0.4% | 5,550 | +1.8% | 0.14% | +5.3% |
Q4 2017 | $284,000 | +1.4% | 5,450 | +2.1% | 0.13% | +1.5% |
Q3 2017 | $280,000 | -2.4% | 5,340 | -2.7% | 0.13% | -3.7% |
Q2 2017 | $287,000 | +1.1% | 5,490 | 0.0% | 0.14% | -6.9% |
Q1 2017 | $284,000 | -2.1% | 5,490 | -2.6% | 0.14% | -2.7% |
Q4 2016 | $290,000 | +15.5% | 5,635 | +20.3% | 0.15% | +13.7% |
Q3 2016 | $251,000 | – | 4,683 | – | 0.13% | – |
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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% |