SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,725,000 | -6.2% | 38,070 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $1,839,000 | -15.2% | 38,417 | -10.4% | 0.01% | 0.0% |
| Q1 2022 | $2,169,000 | -5.4% | 42,900 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $2,294,000 | -1.7% | 42,559 | -1.0% | 0.01% | -16.7% |
| Q3 2021 | $2,333,000 | +10.9% | 42,999 | +11.6% | 0.01% | +20.0% |
| Q2 2021 | $2,104,000 | +6.2% | 38,537 | +4.9% | 0.01% | -16.7% |
| Q1 2021 | $1,982,000 | +6.8% | 36,742 | +11.0% | 0.01% | 0.0% |
| Q4 2020 | $1,855,000 | +5.8% | 33,099 | +5.9% | 0.01% | 0.0% |
| Q3 2020 | $1,753,000 | -19.4% | 31,258 | -19.2% | 0.01% | -25.0% |
| Q2 2020 | $2,176,000 | +1.0% | 38,695 | -2.5% | 0.01% | -20.0% |
| Q1 2020 | $2,154,000 | +28.2% | 39,687 | +26.2% | 0.01% | +66.7% |
| Q4 2019 | $1,680,000 | +23.5% | 31,451 | +24.5% | 0.01% | +20.0% |
| Q3 2019 | $1,360,000 | +6.8% | 25,258 | +5.1% | 0.01% | 0.0% |
| Q2 2019 | $1,274,000 | +43.0% | 24,031 | +39.9% | 0.01% | 0.0% |
| Q1 2019 | $891,000 | +198.0% | 17,179 | +190.5% | 0.01% | +150.0% |
| Q4 2018 | $299,000 | +14.6% | 5,914 | +13.8% | 0.00% | 0.0% |
| Q3 2018 | $261,000 | -35.2% | 5,197 | -30.7% | 0.00% | -50.0% |
| Q3 2016 | $403,000 | – | 7,500 | – | 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% |