SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,138,139 | $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% |