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 | $9 | -10.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10 | -99.9% | 209 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 209 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 209 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $11,000 | -15.4% | 209 | -10.3% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -70.5% | 233 | -71.3% | 0.00% | -75.0% |
| Q1 2021 | $44,000 | -99.8% | 813 | -99.8% | 0.01% | -99.8% |
| Q4 2020 | $25,081,000 | -12.6% | 447,640 | -12.5% | 7.04% | -31.3% |
| Q3 2020 | $28,700,000 | +8.1% | 511,770 | +8.4% | 10.24% | +11.8% |
| Q2 2020 | $26,554,000 | +21.2% | 472,149 | +16.9% | 9.16% | -1.4% |
| Q1 2020 | $21,917,000 | +41.8% | 403,856 | +39.6% | 9.29% | +81.5% |
| Q4 2019 | $15,458,000 | +0.2% | 289,308 | +1.0% | 5.12% | -10.0% |
| Q3 2019 | $15,427,000 | +5.9% | 286,474 | +4.3% | 5.69% | +5.4% |
| Q2 2019 | $14,564,000 | +265.3% | 274,787 | +257.6% | 5.40% | +237.0% |
| Q1 2019 | $3,987,000 | +9.4% | 76,850 | +6.7% | 1.60% | -29.5% |
| Q4 2018 | $3,645,000 | – | 72,045 | – | 2.27% | – |
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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% |