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 | $3,810,538 | +1.1% | 86,153 | +5.6% | 0.15% | -2.0% |
| Q2 2023 | $3,767,651 | +3.7% | 81,622 | +5.4% | 0.15% | -3.8% |
| Q1 2023 | $3,634,335 | -2.0% | 77,475 | -4.7% | 0.16% | -9.7% |
| Q4 2022 | $3,710,150 | -0.1% | 81,274 | -0.8% | 0.18% | -10.3% |
| Q3 2022 | $3,714,000 | -16.0% | 81,965 | -11.3% | 0.20% | -15.9% |
| Q2 2022 | $4,422,000 | -8.0% | 92,379 | -2.8% | 0.23% | -3.3% |
| Q1 2022 | $4,805,000 | -6.8% | 95,004 | -0.7% | 0.24% | -7.0% |
| Q4 2021 | $5,158,000 | +1.0% | 95,699 | +1.7% | 0.26% | -11.3% |
| Q3 2021 | $5,106,000 | -2.3% | 94,111 | -1.7% | 0.29% | -8.2% |
| Q2 2021 | $5,228,000 | +6.1% | 95,753 | +4.8% | 0.32% | -19.7% |
| Q1 2021 | $4,929,000 | +1.4% | 91,363 | +5.3% | 0.40% | +6.8% |
| Q4 2020 | $4,860,000 | +0.3% | 86,737 | +0.4% | 0.37% | -10.6% |
| Q3 2020 | $4,846,000 | -0.7% | 86,420 | -0.4% | 0.41% | -9.0% |
| Q2 2020 | $4,879,000 | +0.1% | 86,749 | -3.5% | 0.46% | -14.6% |
| Q1 2020 | $4,876,000 | -2.6% | 89,856 | -4.1% | 0.53% | -3.1% |
| Q4 2019 | $5,008,000 | -4.9% | 93,726 | -4.2% | 0.55% | -13.8% |
| Q3 2019 | $5,268,000 | +3.8% | 97,833 | +2.2% | 0.64% | -3.5% |
| Q2 2019 | $5,074,000 | +5.2% | 95,738 | +3.0% | 0.66% | -5.8% |
| Q1 2019 | $4,823,000 | -0.2% | 92,960 | -2.7% | 0.70% | -14.5% |
| Q4 2018 | $4,832,000 | -3.6% | 95,517 | -4.2% | 0.82% | -7.6% |
| Q3 2018 | $5,013,000 | +6.0% | 99,752 | +6.8% | 0.89% | +0.3% |
| Q2 2018 | $4,731,000 | -3.7% | 93,432 | -2.9% | 0.89% | -8.8% |
| Q1 2018 | $4,911,000 | +5.8% | 96,255 | +7.9% | 0.97% | -2.4% |
| Q4 2017 | $4,642,000 | -0.2% | 89,198 | +0.5% | 1.00% | -7.3% |
| Q3 2017 | $4,649,000 | +0.4% | 88,790 | +0.2% | 1.07% | -4.9% |
| Q2 2017 | $4,632,000 | +5.9% | 88,655 | +5.0% | 1.13% | +3.5% |
| Q1 2017 | $4,374,000 | +3.3% | 84,465 | +2.7% | 1.09% | +4.9% |
| Q4 2016 | $4,235,000 | +1.1% | 82,230 | +5.3% | 1.04% | -5.0% |
| Q3 2016 | $4,190,000 | +0.7% | 78,063 | +0.8% | 1.09% | +0.2% |
| Q2 2016 | $4,159,000 | +1.8% | 77,429 | +0.1% | 1.09% | +10.5% |
| Q1 2016 | $4,085,000 | -7.2% | 77,331 | -9.5% | 0.99% | -7.7% |
| Q4 2015 | $4,401,000 | +11.5% | 85,450 | +12.9% | 1.07% | +15.0% |
| Q3 2015 | $3,946,000 | +3.9% | 75,678 | +3.0% | 0.93% | +5.4% |
| Q2 2015 | $3,799,000 | -1.7% | 73,449 | +0.5% | 0.88% | -4.7% |
| Q1 2015 | $3,865,000 | -1.7% | 73,051 | -2.8% | 0.93% | -3.5% |
| Q4 2014 | $3,933,000 | +2.0% | 75,121 | +0.8% | 0.96% | +3.0% |
| Q3 2014 | $3,856,000 | +5.3% | 74,495 | +5.6% | 0.93% | +2.8% |
| Q2 2014 | $3,661,000 | +21.0% | 70,533 | +19.2% | 0.91% | +13.9% |
| Q1 2014 | $3,026,000 | +15.1% | 59,171 | +13.2% | 0.80% | +7.1% |
| Q4 2013 | $2,630,000 | +59.4% | 52,291 | +61.0% | 0.74% | +44.2% |
| Q3 2013 | $1,650,000 | +138.4% | 32,470 | +137.1% | 0.52% | +123.4% |
| Q2 2013 | $692,000 | – | 13,696 | – | 0.23% | – |
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% |