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 | $221,371 | -4.2% | 5,005 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $231,031 | -7.4% | 5,005 | -5.9% | 0.03% | -11.1% |
| Q1 2023 | $249,608 | -52.5% | 5,321 | -53.8% | 0.04% | -52.6% |
| Q4 2022 | $525,934 | -29.0% | 11,521 | -29.6% | 0.08% | -33.9% |
| Q3 2022 | $741,000 | -10.8% | 16,356 | -5.8% | 0.12% | -7.3% |
| Q2 2022 | $831,000 | -5.4% | 17,356 | 0.0% | 0.12% | +13.8% |
| Q1 2022 | $878,000 | -9.8% | 17,356 | -2.7% | 0.11% | -11.4% |
| Q2 2021 | $973,000 | +1.1% | 17,831 | 0.0% | 0.12% | -3.1% |
| Q1 2021 | $962,000 | – | 17,831 | – | 0.13% | – |
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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% |