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 | $201,379 | -5.7% | 4,553 | 0.0% | 0.10% | -14.0% |
Q2 2023 | $213,581 | +99704.2% | 4,553 | 0.0% | 0.11% | 0.0% |
Q1 2023 | $214 | -6.6% | 4,553 | -9.4% | 0.11% | -10.2% |
Q4 2022 | $229 | -99.9% | 5,023 | 0.0% | 0.13% | -57.2% |
Q3 2022 | $228,000 | -5.0% | 5,023 | 0.0% | 0.30% | +0.3% |
Q2 2022 | $240,000 | -5.5% | 5,023 | 0.0% | 0.30% | +5.0% |
Q1 2022 | $254,000 | -6.3% | 5,023 | 0.0% | 0.28% | -8.4% |
Q4 2021 | $271,000 | -0.7% | 5,023 | 0.0% | 0.31% | -7.2% |
Q3 2021 | $273,000 | -0.4% | 5,023 | 0.0% | 0.33% | -2.6% |
Q2 2021 | $274,000 | +1.1% | 5,023 | 0.0% | 0.34% | -11.7% |
Q1 2021 | $271,000 | -3.6% | 5,023 | 0.0% | 0.39% | -17.0% |
Q4 2020 | $281,000 | -0.4% | 5,023 | 0.0% | 0.46% | -14.2% |
Q3 2020 | $282,000 | -19.0% | 5,023 | -18.8% | 0.54% | -37.3% |
Q2 2020 | $348,000 | +3.6% | 6,186 | 0.0% | 0.86% | -7.4% |
Q1 2020 | $336,000 | +1.5% | 6,186 | 0.0% | 0.93% | -12.1% |
Q4 2019 | $331,000 | -0.6% | 6,186 | 0.0% | 1.06% | -5.3% |
Q3 2019 | $333,000 | -19.2% | 6,186 | -20.3% | 1.12% | -20.1% |
Q2 2019 | $412,000 | +2.2% | 7,766 | 0.0% | 1.40% | -1.8% |
Q1 2019 | $403,000 | -4.0% | 7,766 | -6.5% | 1.43% | -11.0% |
Q4 2018 | $420,000 | +0.7% | 8,306 | 0.0% | 1.61% | +12.6% |
Q3 2018 | $417,000 | -1.0% | 8,306 | 0.0% | 1.43% | -9.5% |
Q2 2018 | $421,000 | +3.4% | 8,306 | +4.2% | 1.58% | -2.2% |
Q1 2018 | $407,000 | -1.9% | 7,973 | 0.0% | 1.61% | -1.6% |
Q4 2017 | $415,000 | +43.6% | 7,973 | +44.4% | 1.64% | +33.9% |
Q3 2017 | $289,000 | 0.0% | 5,523 | 0.0% | 1.22% | -11.0% |
Q2 2017 | $289,000 | +1.0% | 5,523 | 0.0% | 1.38% | +3.1% |
Q1 2017 | $286,000 | +66.3% | 5,523 | +65.5% | 1.34% | +56.3% |
Q4 2016 | $172,000 | +237.3% | 3,338 | +250.3% | 0.85% | +221.1% |
Q3 2016 | $51,000 | +142.9% | 953 | +144.4% | 0.27% | +137.5% |
Q2 2016 | $21,000 | 0.0% | 390 | 0.0% | 0.11% | -3.4% |
Q1 2016 | $21,000 | +5.0% | 390 | 0.0% | 0.12% | -1.7% |
Q4 2015 | $20,000 | 0.0% | 390 | 0.0% | 0.12% | +0.9% |
Q3 2015 | $20,000 | 0.0% | 390 | 0.0% | 0.12% | -7.1% |
Q2 2015 | $20,000 | – | 390 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,136,465 | $59,505,000 | 32.80% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 264,880 | $13,869,000 | 13.53% |
TOTAL INVESTMENT MANAGEMENT INC | 566,127 | $29,642,000 | 10.22% |
Alliance Wealth Management Group | 767,178 | $40,164,000 | 10.22% |
McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
Kohmann Bosshard Financial Services, LLC | 254,988 | $13,351,000 | 9.38% |
Avantax Planning Partners, Inc. | 2,220,790 | $116,281,000 | 9.16% |
Live Your Vision, LLC | 479,696 | $25,117,000 | 8.94% |
Friedenthal Financial | 161,992 | $8,482,000 | 7.63% |
Krilogy Financial LLC | 526,388 | $27,562,000 | 7.04% |