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 | $13,749,977 | -5.3% | 310,874 | -1.2% | 1.47% | -20.0% |
| Q2 2023 | $14,522,477 | +4.3% | 314,612 | +6.0% | 1.84% | +21.7% |
| Q1 2023 | $13,919,824 | +19.4% | 296,735 | +16.2% | 1.51% | +14.2% |
| Q4 2022 | $11,661,189 | +23.0% | 255,448 | +22.1% | 1.32% | +25.5% |
| Q3 2022 | $9,481,000 | +16.8% | 209,255 | +23.4% | 1.05% | +23.3% |
| Q2 2022 | $8,117,000 | -32.6% | 169,573 | -28.8% | 0.85% | -24.6% |
| Q1 2022 | $12,042,000 | -8.3% | 238,133 | -2.2% | 1.13% | -6.0% |
| Q4 2021 | $13,129,000 | -5.4% | 243,588 | -4.7% | 1.20% | -7.2% |
| Q3 2021 | $13,874,000 | +0.9% | 255,703 | +1.5% | 1.30% | +0.6% |
| Q2 2021 | $13,755,000 | +3.8% | 251,920 | +2.6% | 1.29% | -6.4% |
| Q1 2021 | $13,253,000 | -0.5% | 245,650 | +3.4% | 1.38% | -8.9% |
| Q4 2020 | $13,318,000 | +47.1% | 237,686 | +47.2% | 1.52% | +22.5% |
| Q3 2020 | $9,053,000 | +11.8% | 161,437 | +12.2% | 1.24% | +3.7% |
| Q2 2020 | $8,095,000 | +8.6% | 143,929 | +4.8% | 1.19% | -8.4% |
| Q1 2020 | $7,452,000 | +5.4% | 137,320 | +3.7% | 1.30% | +9.4% |
| Q4 2019 | $7,073,000 | +2.4% | 132,378 | +3.2% | 1.19% | -4.9% |
| Q3 2019 | $6,906,000 | +0.5% | 128,254 | -1.1% | 1.25% | -2.1% |
| Q2 2019 | $6,871,000 | -10.2% | 129,646 | -12.1% | 1.28% | -14.3% |
| Q1 2019 | $7,652,000 | -10.2% | 147,489 | -12.5% | 1.49% | -23.5% |
| Q4 2018 | $8,525,000 | -1.0% | 168,507 | -1.6% | 1.95% | -0.4% |
| Q3 2018 | $8,609,000 | +3.4% | 171,331 | +4.2% | 1.96% | -12.4% |
| Q2 2018 | $8,326,000 | +1.2% | 164,411 | +1.9% | 2.24% | -5.7% |
| Q1 2018 | $8,230,000 | +7.6% | 161,319 | +9.8% | 2.37% | +18.1% |
| Q4 2017 | $7,646,000 | +6.3% | 146,930 | +7.0% | 2.01% | +0.1% |
| Q3 2017 | $7,190,000 | +6.5% | 137,319 | +6.2% | 2.01% | -0.3% |
| Q2 2017 | $6,753,000 | +3.1% | 129,250 | +2.2% | 2.01% | -0.5% |
| Q1 2017 | $6,548,000 | +11.6% | 126,425 | +11.0% | 2.02% | +16.3% |
| Q4 2016 | $5,867,000 | +5.1% | 113,926 | +9.5% | 1.74% | -4.9% |
| Q3 2016 | $5,584,000 | +87.9% | 104,042 | +88.0% | 1.83% | +66.6% |
| Q2 2016 | $2,972,000 | – | 55,328 | – | 1.10% | – |
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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% |