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 | $74,981,716 | +2.0% | 1,695,268 | +6.5% | 3.75% | +1.4% |
| Q2 2023 | $73,486,075 | +2.1% | 1,591,986 | +3.7% | 3.70% | -4.8% |
| Q1 2023 | $72,007,608 | +4.1% | 1,535,016 | +1.3% | 3.88% | -6.2% |
| Q4 2022 | $69,190,230 | +1710.8% | 1,515,668 | +2124.4% | 4.14% | +1308.2% |
| Q3 2020 | $3,821,000 | -0.3% | 68,137 | 0.0% | 0.29% | -7.0% |
| Q2 2020 | $3,832,000 | -25.8% | 68,137 | -28.4% | 0.32% | -48.6% |
| Q1 2020 | $5,162,000 | +1.6% | 95,125 | 0.0% | 0.62% | +67.1% |
| Q4 2019 | $5,082,000 | +16.5% | 95,125 | +10.3% | 0.37% | -14.4% |
| Q4 2018 | $4,363,000 | – | 86,249 | – | 0.43% | – |
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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% |