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 | $823,349 | +3.1% | 18,615 | +7.6% | 0.07% | +3.0% |
| Q2 2023 | $798,248 | +9.7% | 17,293 | +11.5% | 0.07% | +4.7% |
| Q1 2023 | $727,533 | +61.6% | 15,509 | +57.2% | 0.06% | +45.5% |
| Q4 2022 | $450,340 | -7.9% | 9,865 | -8.5% | 0.04% | -15.4% |
| Q3 2022 | $489,000 | +34.0% | 10,785 | +41.3% | 0.05% | +36.8% |
| Q2 2022 | $365,000 | +31.3% | 7,633 | +38.8% | 0.04% | +46.2% |
| Q1 2022 | $278,000 | +32.4% | 5,499 | +41.1% | 0.03% | +36.8% |
| Q4 2021 | $210,000 | -44.6% | 3,898 | -47.8% | 0.02% | -91.4% |
| Q3 2013 | $379,000 | – | 7,464 | +746300.0% | 0.22% | – |
| Q2 2013 | $0 | – | 1 | – | 0.00% | – |
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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% |