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 | $3,839,867 | -20.5% | 86,816 | -17.1% | 0.76% | -18.6% |
Q2 2023 | $4,832,624 | +2.3% | 104,693 | +4.0% | 0.94% | -5.0% |
Q1 2023 | $4,723,457 | +3.9% | 100,692 | +1.1% | 0.98% | -5.6% |
Q4 2022 | $4,544,955 | +2.2% | 99,561 | +1.4% | 1.04% | -1.3% |
Q3 2022 | $4,448,000 | -3.1% | 98,169 | +4.6% | 1.06% | +9.5% |
Q2 2022 | $4,591,000 | +0.3% | 93,882 | +3.7% | 0.96% | +1.5% |
Q1 2022 | $4,578,000 | +2.7% | 90,529 | +4.8% | 0.95% | +1.8% |
Q4 2021 | $4,459,000 | +6.7% | 86,376 | +12.2% | 0.93% | -1.4% |
Q3 2021 | $4,178,000 | +13.9% | 77,007 | +14.6% | 0.95% | +12.8% |
Q2 2021 | $3,668,000 | +9.5% | 67,182 | +8.2% | 0.84% | +4.0% |
Q1 2021 | $3,351,000 | +14.6% | 62,074 | +17.3% | 0.81% | +8.9% |
Q4 2020 | $2,924,000 | +30.5% | 52,919 | +32.4% | 0.74% | -3.4% |
Q3 2020 | $2,241,000 | +9.6% | 39,957 | +10.3% | 0.77% | +7.3% |
Q2 2020 | $2,045,000 | – | 36,219 | – | 0.72% | – |
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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% |