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 | $1,013,504 | +191.8% | 22,914 | +204.5% | 0.01% | +175.0% |
| Q2 2023 | $347,311 | +14.5% | 7,524 | +16.4% | 0.00% | 0.0% |
| Q1 2023 | $303,307 | -87.5% | 6,466 | -87.8% | 0.00% | -87.5% |
| Q4 2022 | $2,429,375 | +166.4% | 53,217 | +179.3% | 0.03% | +128.6% |
| Q2 2022 | $912,000 | +19.8% | 19,054 | +26.7% | 0.01% | +40.0% |
| Q1 2022 | $761,000 | -46.3% | 15,037 | -42.8% | 0.01% | -52.4% |
| Q4 2021 | $1,416,000 | +49.7% | 26,279 | +50.5% | 0.02% | +31.2% |
| Q3 2021 | $946,000 | -5.2% | 17,462 | -4.5% | 0.02% | -11.1% |
| Q2 2021 | $998,000 | +87.6% | 18,287 | +85.2% | 0.02% | +63.6% |
| Q1 2021 | $532,000 | -4.7% | 9,873 | -0.7% | 0.01% | -15.4% |
| Q4 2020 | $558,000 | -22.8% | 9,943 | -22.8% | 0.01% | +8.3% |
| Q3 2020 | $723,000 | +29.1% | 12,880 | +29.6% | 0.01% | -25.0% |
| Q2 2020 | $560,000 | -9.1% | 9,938 | -12.2% | 0.02% | -11.1% |
| Q1 2020 | $616,000 | – | 11,321 | – | 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% |