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 | $45,336 | -85.6% | 1,025 | -85.0% | 0.01% | -85.5% |
| Q2 2023 | $314,489 | -11.8% | 6,813 | -10.3% | 0.06% | -9.8% |
| Q1 2023 | $356,470 | -35.5% | 7,599 | -37.3% | 0.06% | -35.1% |
| Q4 2022 | $552,867 | +98.9% | 12,111 | +97.2% | 0.09% | +80.8% |
| Q3 2022 | $278,000 | -13.4% | 6,140 | -8.4% | 0.05% | -11.9% |
| Q2 2022 | $321,000 | -72.7% | 6,706 | -71.1% | 0.06% | -71.9% |
| Q1 2022 | $1,174,000 | -10.9% | 23,211 | -5.0% | 0.21% | -15.0% |
| Q4 2021 | $1,317,000 | -6.7% | 24,441 | -6.0% | 0.25% | -15.4% |
| Q3 2021 | $1,411,000 | -0.6% | 25,996 | 0.0% | 0.29% | -3.0% |
| Q2 2021 | $1,419,000 | -18.2% | 25,996 | -19.1% | 0.30% | -26.8% |
| Q1 2021 | $1,734,000 | -24.2% | 32,150 | -21.2% | 0.41% | -30.7% |
| Q4 2020 | $2,287,000 | +21.8% | 40,823 | +22.0% | 0.59% | +13.2% |
| Q3 2020 | $1,877,000 | -22.1% | 33,463 | -21.9% | 0.52% | -21.7% |
| Q2 2020 | $2,409,000 | -25.5% | 42,835 | -28.1% | 0.67% | -37.7% |
| Q1 2020 | $3,235,000 | -2.4% | 59,602 | -3.9% | 1.07% | +49.9% |
| Q4 2019 | $3,313,000 | -10.2% | 62,007 | -9.5% | 0.72% | -13.7% |
| Q3 2019 | $3,691,000 | -4.9% | 68,548 | -6.4% | 0.83% | -5.4% |
| Q2 2019 | $3,883,000 | -2.2% | 73,258 | -4.3% | 0.88% | -5.6% |
| Q1 2019 | $3,970,000 | +0.9% | 76,522 | -1.6% | 0.93% | -11.9% |
| Q4 2018 | $3,933,000 | +6.7% | 77,736 | +6.0% | 1.05% | +16.3% |
| Q3 2018 | $3,686,000 | -0.3% | 73,349 | +0.5% | 0.91% | +4.0% |
| Q2 2018 | $3,696,000 | -12.0% | 72,977 | -11.3% | 0.87% | -18.2% |
| Q1 2018 | $4,199,000 | +14.4% | 82,294 | +16.7% | 1.06% | -0.1% |
| Q4 2017 | $3,671,000 | +5.7% | 70,546 | +6.4% | 1.07% | -4.8% |
| Q3 2017 | $3,472,000 | +0.2% | 66,309 | -0.0% | 1.12% | -12.2% |
| Q2 2017 | $3,466,000 | +13.3% | 66,339 | +12.4% | 1.28% | +4.7% |
| Q1 2017 | $3,058,000 | +873.9% | 59,044 | +868.1% | 1.22% | +592.6% |
| Q4 2016 | $314,000 | – | 6,099 | – | 0.18% | – |
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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% |