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 | $365 | -37.6% | 8,246 | -35.0% | 0.03% | -29.5% |
| Q2 2023 | $585 | -12.6% | 12,681 | -11.1% | 0.04% | -18.5% |
| Q1 2023 | $669 | -8.2% | 14,271 | -10.7% | 0.05% | -18.2% |
| Q4 2022 | $729 | -100.0% | 15,973 | -64.5% | 0.07% | -72.6% |
| Q3 2022 | $2,040,000 | -7.3% | 45,029 | -2.1% | 0.24% | -4.0% |
| Q2 2022 | $2,201,000 | -21.2% | 45,978 | -16.8% | 0.25% | -9.1% |
| Q1 2022 | $2,794,000 | -55.1% | 55,249 | -52.2% | 0.28% | -54.0% |
| Q4 2021 | $6,225,000 | +5.8% | 115,488 | +6.5% | 0.60% | -2.4% |
| Q3 2021 | $5,885,000 | -20.2% | 108,457 | -19.7% | 0.62% | -18.2% |
| Q2 2021 | $7,377,000 | -1.7% | 135,107 | -2.8% | 0.75% | -9.4% |
| Q1 2021 | $7,503,000 | -8.3% | 139,064 | -4.7% | 0.83% | -18.0% |
| Q4 2020 | $8,178,000 | -0.8% | 145,957 | -0.7% | 1.01% | -9.5% |
| Q3 2020 | $8,246,000 | -0.3% | 147,047 | +0.0% | 1.12% | -6.3% |
| Q2 2020 | $8,268,000 | +4.1% | 147,007 | +0.5% | 1.19% | -4.4% |
| Q1 2020 | $7,939,000 | -9.2% | 146,293 | -10.6% | 1.25% | +2.8% |
| Q4 2019 | $8,742,000 | -4.2% | 163,621 | -3.4% | 1.21% | -2.6% |
| Q3 2019 | $9,125,000 | +5.3% | 169,445 | +3.7% | 1.25% | +3.9% |
| Q2 2019 | $8,663,000 | -47.4% | 163,448 | -48.5% | 1.20% | +7.8% |
| Q1 2019 | $16,474,000 | – | 317,562 | – | 1.11% | – |
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% |