SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $825,687 | -9.4% | 17,711 | -14.0% | 0.38% | -15.7% |
| Q3 2023 | $910,873 | -5.0% | 20,594 | -0.8% | 0.44% | -0.9% |
| Q2 2023 | $958,466 | -4.6% | 20,764 | -3.0% | 0.45% | -9.3% |
| Q1 2023 | $1,004,678 | +4.2% | 21,417 | +1.4% | 0.50% | +7.8% |
| Q4 2022 | $963,814 | +18.7% | 21,113 | +17.9% | 0.46% | +13.3% |
| Q3 2022 | $812,000 | +93.3% | 17,911 | +104.0% | 0.40% | +95.7% |
| Q2 2022 | $420,000 | -36.7% | 8,778 | -33.0% | 0.21% | -34.3% |
| Q1 2022 | $663,000 | +71.3% | 13,103 | +82.6% | 0.32% | +71.2% |
| Q4 2021 | $387,000 | +90.6% | 7,174 | +90.7% | 0.18% | +43.8% |
| Q1 2021 | $203,000 | -6.9% | 3,761 | -3.2% | 0.13% | -7.2% |
| Q4 2020 | $218,000 | – | 3,886 | – | 0.14% | – |
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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% |